Position in KIM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,436,516
+$564,615 QoQ
Shares Held
411,697
-6.3% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $227,330,635 across 17 REIT - Retail names. KIM ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,331,232 | $82,483,132 | |
| 2 | SPG |
Simon Property Group Inc.
|
350,916 | $78,482,361 | |
| 3 | NNN |
Nnn REIT, Inc.
|
471,049 | $21,917,907 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
411,697 | $10,436,516 | |
| 5 | FRT |
Federal Realty Investment Trust
|
78,993 | $9,750,895 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
180,454 | $5,386,550 | |
| 7 | SKT |
Tanger Inc.
|
124,165 | $4,900,791 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
117,256 | $3,911,659 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,436,516 | 411,697 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,871,901 | 439,337 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,381,277 | 68,144 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,518,092 | 69,478 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,464,483 | 69,671 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,545,888 | 72,782 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,752,000 | 74,776 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,674,555 | 72,117 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,879,289 | 96,572 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,001,453 | 102,063 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,429,295 | 113,998 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,805,358 | 273,187 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,472,318 | 277,501 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,091,372 | 260,695 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,414,601 | 255,647 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,777,559 | 259,509 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,614,641 | 132,253 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,507,942 | 142,022 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,518,712 | 142,747 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,900,309 | 139,774 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,006,533 | 48,275 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $688,761 | 36,734 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $486,322 | 32,400 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $456,615 | 40,552 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $736,771 | 57,381 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $560,617 | 57,975 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||