Position in KIM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$235,111,235
+$38,418,970 QoQ
Shares Held
9,274,605
+6.0% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#17
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Derivatives in KIM
reported options exposure · as of Mar 31, 2025CallValue
$2,124
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $4,180,475,333 across 25 REIT - Retail names. KIM ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,248,498 | $1,844,776,573 | |
| 2 | O |
Realty Income Corp
|
19,117,994 | $1,184,550,904 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
9,274,605 | $235,111,235 | |
| 4 | KRG |
Kite Realty Group Trust
|
5,525,131 | $156,803,216 | |
| 5 | ADC |
Agree Realty Corp
|
1,728,560 | $130,921,132 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
2,866,530 | $90,381,688 | |
| 7 | NNN |
Nnn REIT, Inc.
|
1,885,611 | $87,737,478 | |
| 8 | FRT |
Federal Realty Investment Trust
|
552,107 | $68,152,086 |
All Filings in KIM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,111,235 | 9,274,605 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $196,692,265 | 8,753,550 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $128,509,261 | 6,339,875 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $155,603,001 | 7,121,419 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $156,440,758 | 7,442,472 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,124 | 100 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $204,781,273 | 9,641,303 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $156,479,781 | 6,678,608 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $248,984,757 | 10,722,858 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $208,435,335 | 10,710,963 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $144,851,772 | 7,386,628 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $97,506,693 | 4,575,631 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $37,033,930 | 2,105,397 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $41,848,735 | 2,122,147 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $57,307,403 | 2,934,327 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $52,635,410 | 2,485,147 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $40,807,934 | 2,216,618 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,545,911 | 2,354,371 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $59,275,674 | 2,399,825 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $73,267,512 | 2,972,313 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $53,747,166 | 2,590,225 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $34,504,912 | 1,654,912 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $38,867,377 | 2,072,927 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $19,329,305 | 1,287,762 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,697,324 | 950,029 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $18,900,503 | 1,472,002 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,911,315 | 2,472,732 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||