Position in KIM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$40,838
+$4,639 QoQ
Shares Held
1,611
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#553
of 685 holders
Holding Since
Sep 2021
20 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,048,980 across 9 REIT - Retail names. KIM ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
4,101 | $506,227 | |
| 2 | O |
Realty Income Corp
|
4,590 | $284,396 | |
| 3 | SPG |
Simon Property Group Inc.
|
332 | $74,251 | |
| 4 | REG |
Regency Centers Corp
|
783 | $62,436 | |
| 5 | ADC |
Agree Realty Corp
|
718 | $54,381 | |
| 6 | KIM |
Kimco Realty Corp
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|
1,611 | $40,838 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
491 | $17,381 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
141 | $5,868 |
All Filings in KIM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,838 | 1,611 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $36,199 | 1,611 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $32,756 | 1,616 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $35,309 | 1,616 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,968 | 1,616 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $35,279 | 1,661 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $46,883 | 2,001 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $46,393 | 1,998 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $38,803 | 1,994 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $43,063 | 2,196 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $49,013 | 2,300 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $32,840 | 1,867 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,817 | 1,867 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $36,462 | 1,867 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $35,179 | 1,661 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $30,579 | 1,661 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $32,837 | 1,661 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $41,026 | 1,661 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $40,943 | 1,661 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $34,465 | 1,661 | Shares | Sole | 2021-10-08 | |
| No filing history on record for this holder in this stock. | ||||||