Position in KIM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,118,259
+$1,775,515 QoQ
Shares Held
162,456
+55.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#195
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $75,750,846 across 23 REIT - Retail names. KIM ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
104,674 | $23,410,340 | |
| 2 | NNN |
Nnn REIT, Inc.
|
221,721 | $10,316,678 | |
| 3 | FRT |
Federal Realty Investment Trust
|
78,494 | $9,689,299 | |
| 4 | O |
Realty Income Corp
|
133,109 | $8,247,433 | |
| 5 | REG |
Regency Centers Corp
|
64,729 | $5,161,490 | |
| 6 | KIM |
Kimco Realty Corp
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|
162,456 | $4,118,259 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
80,746 | $3,360,648 | |
| 8 | SKT |
Tanger Inc.
|
45,623 | $1,800,739 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,118,259 | 162,456 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,342,744 | 104,261 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,793,996 | 88,505 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,297,724 | 105,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,886,692 | 89,757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,912,385 | 90,037 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,197,780 | 93,802 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $624,246 | 26,884 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $525,283 | 26,993 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $543,883 | 27,735 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $582,615 | 27,340 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $543,390 | 30,892 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $561,132 | 28,455 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,242,557 | 63,623 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,948,687 | 92,006 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,677,961 | 91,144 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,765,994 | 89,327 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,227,050 | 90,164 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,148,691 | 87,168 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,580,387 | 124,356 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,395,081 | 114,872 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,874,193 | 99,957 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,429,792 | 95,256 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,593,278 | 141,499 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $448,552 | 34,934 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $143,086 | 14,797 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||