Position in KIM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,337
+$720 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#619
of 685 holders
Holding Since
Dec 2020
23 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, 2026MONTAG A & ASSOCIATES INC holds $532,396 across 6 REIT - Retail names. KIM ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
3,613 | $168,112 | |
| 2 | O |
Realty Income Corp
|
2,580 | $159,856 | |
| 3 | SPG |
Simon Property Group Inc.
|
702 | $157,002 | |
| 4 | FRT |
Federal Realty Investment Trust
|
240 | $29,625 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
467 | $11,464 | |
| 6 | KIM |
Kimco Realty Corp
This page
|
250 | $6,337 |
All Filings in KIM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,337 | 250 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,617 | 250 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,067 | 250 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,462 | 250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,255 | 250 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,310 | 250 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,857 | 250 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,805 | 250 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,865 | 250 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,902 | 250 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $60,264 | 2,828 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $49,744 | 2,828 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $55,768 | 2,828 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $55,230 | 2,828 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $59,897 | 2,828 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $52,063 | 2,828 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $55,909 | 2,828 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $69,851 | 2,828 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $69,710 | 2,828 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $58,681 | 2,828 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $58,963 | 2,828 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $53,025 | 2,828 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $42,448 | 2,828 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||