Position in KIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,780,353
+$2,291,821 QoQ
Shares Held
938,081
-1.9% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#79
of 685 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 67%
Shared 25%
None 8%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $687,756,402 across 7 REIT - Retail names. KIM ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
975,188 | $218,100,794 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
5,022,252 | $158,351,604 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,037,057 | $120,506,150 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
2,006,105 | $83,494,088 | |
| 5 | ADC |
Agree Realty Corp
|
1,100,957 | $83,386,482 | |
| 6 | KIM |
Kimco Realty Corp
This page
|
938,081 | $23,780,353 | |
| 7 | O |
Realty Income Corp
|
2,210 | $136,931 |
All Filings in KIM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,780,353 | 938,081 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $21,488,532 | 956,321 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $18,958,956 | 935,321 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $18,342,004 | 839,451 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $9,890,982 | 470,551 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $10,206,903 | 480,551 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $77,838,958 | 3,322,192 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $101,818,028 | 4,384,928 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $86,178,687 | 4,428,504 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $88,424,509 | 4,509,154 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $7,293,219 | 342,244 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $5,852,966 | 332,744 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $6,561,711 | 332,744 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $7,105,795 | 363,840 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $14,661,643 | 692,240 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $66,397,690 | 3,606,610 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $75,126,197 | 3,800,010 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $68,398,869 | 2,769,185 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $66,049,305 | 2,679,485 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $48,330,609 | 2,329,186 | Shares | Other | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||