Position in KIM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,070
+$576 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#626
of 685 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $5,070 across 1 REIT - Retail name. KIM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
200 | $5,070 |
All Filings in KIM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,070 | 200 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,494 | 200 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,054 | 200 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||