Clearstead Advisors, LLC

Position in KIM — Kimco Realty Corp

CIK 842775 CLEVELAND, OH

Position in KIM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$37,365

+$24,221 QoQ

Shares Held

1,474

+152.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#557

of 685 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. KIM ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	8,698	$1,945,307
2	O	Realty Income Corp	23,281	$1,442,490
3	NNN	Nnn REIT, Inc.	8,379	$389,874
4	FCPT	Four Corners Property Trust, Inc.	3,776	$92,700
5	REG	Regency Centers Corp	729	$58,130
6	FRT	Federal Realty Investment Trust	400	$49,376
7	KIM	Kimco Realty Corp This page	1,474	$37,365
8	PECO	Phillips Edison & Company, Inc.	737	$30,673

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,365	1,474	+152.0%	Shares	Sole	2026-08-06
2026-03-31	$13,144	585	-75.9%	Shares	Sole	2026-05-06
2025-12-31	$49,175	2,426	+92.5%	Shares	Sole	2026-02-09
2025-09-30	$27,531	1,260	+10.5%	Shares	Sole	2025-11-10
2025-06-30	$23,962	1,140	+88.1%	Shares	Sole	2025-08-08
2025-03-31	$12,871	606	0.0%	Shares	Sole	2025-05-13
2024-12-31	$14,198	606	0.0%	Shares	Sole	2025-02-10
2024-09-30	$14,071	606	+91.8%	Shares	Sole	2024-11-13
2024-06-30	$6,149	316	-25.1%	Shares	Sole	2024-08-12
2022-06-30	$8,342	422	0.0%	Shares	Sole	2022-08-12
2022-03-31	$10,423	422	0.0%	Shares	Sole	2022-05-04
2021-12-31	$10,402	422	0.0%	Shares	Sole	2022-02-14
2021-09-30	$8,756	422	-13.5%	Shares	Sole	2021-11-12
2020-12-31	$7,324	488	0.0%	Shares	Sole	2021-02-11
2020-09-30	$5,494	488	0.0%	Shares	Sole	2020-11-12
2020-06-30	$6,265	488	0.0%	Shares	Sole	2020-08-11
2020-03-31	$4,718	488	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.