CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in KIM — Kimco Realty Corp
CIK 884546
SAN FRANCISCO, CA
Position in KIM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$290,445,368
+$45,366,786 QoQ
Shares Held
11,457,411
+5.0% QoQ
Ownership
1.71%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,987,098,533 across 26 REIT - Retail names. KIM ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,525,891 | $1,012,215,521 | |
| 2 | O |
Realty Income Corp
|
13,069,240 | $809,770,110 | |
| 3 | KIM |
Kimco Realty Corp
This page
|
11,457,411 | $290,445,368 | |
| 4 | REG |
Regency Centers Corp
|
2,843,594 | $226,748,185 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,379,303 | $201,139,423 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,535,361 | $189,524,961 | |
| 7 | ADC |
Agree Realty Corp
|
2,196,532 | $166,365,333 | |
| 8 | MAC |
Macerich Co
|
5,783,144 | $145,677,397 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,445,368 | 11,457,411 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $245,078,582 | 10,906,924 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $215,564,882 | 10,634,676 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $222,341,994 | 10,175,835 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $210,642,555 | 10,021,054 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $206,427,227 | 9,718,796 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $224,495,646 | 9,581,547 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $220,131,497 | 9,480,254 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $176,591,112 | 9,074,569 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $179,038,084 | 9,129,938 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $182,616,407 | 8,569,517 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $141,309,564 | 8,033,517 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $155,529,490 | 7,886,891 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $153,499,374 | 7,859,671 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $165,552,178 | 7,816,439 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $137,708,291 | 7,480,081 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $146,309,466 | 7,400,580 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $183,618,392 | 7,433,943 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $178,745,185 | 7,251,326 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $146,795,958 | 7,074,504 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $101,526,322 | 4,869,368 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $90,964,087 | 4,851,418 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $71,062,038 | 4,734,313 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $53,066,173 | 4,712,804 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $61,932,135 | 4,823,375 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $64,184,528 | 6,637,490 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||