Position in KIM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,752,797
+$1,757,797 QoQ
Shares Held
345,278
+10.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#128
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $74,130,206 across 16 REIT - Retail names. KIM ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
416,231 | $25,789,672 | |
| 2 | SPG |
Simon Property Group Inc.
|
56,117 | $12,550,567 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
345,278 | $8,752,797 | |
| 4 | NNN |
Nnn REIT, Inc.
|
132,683 | $6,173,739 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
128,460 | $5,346,505 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
84,148 | $2,978,839 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
74,723 | $2,492,759 | |
| 8 | REG |
Regency Centers Corp
|
28,382 | $2,263,180 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,752,797 | 345,278 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,995,000 | 311,304 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,324,422 | 312,009 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,065,696 | 414,906 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,774,988 | 417,459 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,887,832 | 135,962 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,286,799 | 54,921 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,273,291 | 54,836 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,052,571 | 54,089 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,097,316 | 55,957 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,158,326 | 54,356 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $797,935 | 45,363 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $899,764 | 45,627 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,110,866 | 56,880 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,076,748 | 50,838 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $900,782 | 48,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $964,894 | 48,806 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,187,106 | 48,061 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $789,514 | 32,029 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $685,434 | 33,033 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $549,793 | 26,369 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $516,337 | 27,538 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $460,311 | 30,667 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $393,446 | 34,942 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $498,281 | 38,807 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $417,502 | 43,175 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||