MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in KIM — Kimco Realty Corp

CIK 912938 Boston, MA

Position in KIM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$67,838,601

+$3,929,677 QoQ

Shares Held

2,676,079

-5.9% QoQ

Ownership

0.399%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#35

of 685 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 65% Shared 32% None 3%

Real Estate · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $1,100,223,126 across 10 REIT - Retail names. KIM ranks #8 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	923,713	$206,588,409
2	BRX	Brixmor Property Group Inc.	6,378,046	$201,099,788
3	EPRT	Essential Properties Realty Trust, Inc.	5,430,505	$162,100,571
4	NNN	Nnn REIT, Inc.	2,558,445	$119,044,441
5	FRT	Federal Realty Investment Trust	922,123	$113,826,860
6	AKR	Acadia Realty Trust	4,825,446	$100,900,072
7	REG	Regency Centers Corp	971,564	$77,472,512
8	KIM	Kimco Realty Corp This page	2,676,079	$67,838,601

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,838,601	2,676,079	-5.9%	Shares	Sole	2026-08-03
2026-03-31	$63,908,924	2,844,189	-31.6%	Shares	Defined	2026-05-14
2025-12-31	$84,341,522	4,160,904	-35.0%	Shares	Sole	2026-01-22
2025-09-30	$139,818,583	6,399,020	-9.8%	Shares	Sole	2025-10-29
2025-06-30	$149,107,511	7,093,602	-4.6%	Shares	Sole	2025-08-08
2025-03-31	$157,920,184	7,435,037	-6.5%	Shares	Sole	2025-05-02
2024-12-31	$186,246,707	7,949,070	+5.5%	Shares	Sole	2025-02-12
2024-09-30	$174,960,724	7,534,915	-5.1%	Shares	Sole	2024-11-12
2024-06-30	$154,583,349	7,943,646	+43.3%	Shares	Sole	2024-08-09
2024-03-31	$108,696,148	5,542,894	+39.5%	Shares	Sole	2024-05-14
2023-12-31	$84,678,181	3,973,636	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.