Position in KIM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,689,400
+$1,223,430 QoQ
Shares Held
1,250,075
-7.8% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#64
of 685 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 87%
None 13%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $3,007,826,472 across 17 REIT - Retail names. KIM ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
9,390,325 | $2,100,146,181 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
4,011,362 | $166,952,884 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
5,335,415 | $159,262,136 | |
| 4 | MAC |
Macerich Co
|
4,674,803 | $117,758,285 | |
| 5 | AKR |
Acadia Realty Trust
|
4,678,599 | $97,829,503 | |
| 6 | CURB |
Curbline Properties Corp.
|
1,987,340 | $60,415,134 | |
| 7 | FRT |
Federal Realty Investment Trust
|
484,702 | $59,831,613 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
1,624,072 | $51,206,989 |
All Filings in KIM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,689,400 | 1,250,075 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||