MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in KIM — Kimco Realty Corp

CIK 912938 Boston, MA

Position in KIM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$63,908,924

-$20,432,598 QoQ

Shares Held

2,844,189

-31.6% QoQ

Ownership

0.422%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 64.30602888907875.ToString("F0")% Shared 32.71765694895804.ToString("F0")% None 2.976314161963217.ToString("F0")%

Real Estate · as of Mar 31, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $1,039,260,780 across 10 REIT - Retail names. KIM ranks #8 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRX	Brixmor Property Group Inc.	6,411,407	$184,648,520
2	SPG	Simon Property Group Inc.	972,504	$181,401,168
3	EPRT	Essential Properties Realty Trust, Inc.	4,996,674	$151,699,019
4	NNN	Nnn REIT, Inc.	2,974,695	$125,026,428
5	FRT	Federal Realty Investment Trust	1,006,420	$106,891,865
6	AKR	Acadia Realty Trust	5,215,758	$99,725,291
7	REG	Regency Centers Corp	1,016,179	$76,884,100
8	KIM	Kimco Realty Corp This page	2,844,189	$63,908,924

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.