Position in KIM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,465,970
+$3,181,598 QoQ
Shares Held
1,355,851
+0.7% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 88.29347767564431.ToString("F0")%
None 11.706522324355701.ToString("F0")%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $2,693,705,610 across 16 REIT - Retail names. KIM ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
9,147,616 | $1,706,304,809 | |
| 2 | EPRT |
Essential Properties Realty Trust, Inc.
|
8,288,391 | $251,635,548 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
5,212,095 | $195,036,593 | |
| 4 | REG |
Regency Centers Corp
|
1,445,754 | $109,385,746 | |
| 5 | MAC |
Macerich Co
|
5,053,671 | $95,514,379 | |
| 6 | AKR |
Acadia Realty Trust
|
3,746,157 | $71,626,520 | |
| 7 | SKT |
Tanger Inc.
|
1,694,050 | $57,563,817 | |
| 8 | UE |
Urban Edge Properties
|
2,720,768 | $54,360,943 |
All Filings in KIM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,465,970 | 1,355,851 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,284,372 | 1,346,047 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,795,725 | 1,455,182 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,313,428 | 1,109,107 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $28,566,864 | 1,344,956 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,628,624 | 1,221,879 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $31,593,247 | 1,360,605 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,878,901 | 1,432,626 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,290,137 | 1,391,644 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,282,496 | 1,514,899 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $39,956,140 | 2,271,526 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $43,875,321 | 2,224,915 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $53,389,042 | 2,733,694 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $240,076,715 | 11,335,067 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $154,695,692 | 8,402,808 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $188,429,212 | 9,531,068 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $111,529,934 | 4,515,382 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $79,906,399 | 3,241,639 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,029,110 | 1,254,415 | Shares | Defined | 2021-11-15 | |
| 2020-06-30 | $1,882,433 | 146,607 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,823,719 | 912,484 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||