Position in KIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$172,556,378
+$29,198,572 QoQ
Shares Held
6,806,958
+6.7% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. KIM ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,566,600 | $1,244,970,081 | |
| 2 | O |
Realty Income Corp
|
14,440,511 | $894,734,055 | |
| 3 | REG |
Regency Centers Corp
|
2,431,334 | $193,874,567 | |
| 4 | NNN |
Nnn REIT, Inc.
|
3,810,780 | $177,315,587 | |
| 5 | KIM |
Kimco Realty Corp
This page
|
6,806,958 | $172,556,378 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,535,556 | $135,386,337 | |
| 7 | MAC |
Macerich Co
|
5,196,073 | $130,889,074 | |
| 8 | ADC |
Agree Realty Corp
|
1,525,277 | $115,524,472 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,556,378 | 6,806,958 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $143,357,806 | 6,379,965 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $156,846,676 | 7,737,873 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $159,627,177 | 7,305,592 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $144,275,786 | 6,863,739 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $144,906,536 | 6,822,342 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $154,455,590 | 6,592,215 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $148,418,519 | 6,391,840 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $124,691,188 | 6,407,564 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $144,690,555 | 7,378,407 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $153,922,378 | 7,223,012 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $90,482,566 | 5,143,978 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $96,396,305 | 4,888,251 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $98,838,159 | 5,060,838 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $119,096,235 | 5,623,052 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $97,726,534 | 5,308,340 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $105,467,983 | 5,334,749 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $65,829,745 | 2,665,172 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $60,543,528 | 2,456,127 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $90,491,846 | 4,361,053 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $103,397,523 | 4,959,114 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $71,772,167 | 3,827,849 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $25,500,455 | 1,698,898 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,388,525 | 389,745 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,412,373 | 1,356,104 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,131,793 | 427,280 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||