Position in KIM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,653,747
+$1,195,511 QoQ
Shares Held
301,923
+5.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 56%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $122,737,455 across 13 REIT - Retail names. KIM ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,346,866 | $83,451,816 | |
| 2 | FRT |
Federal Realty Investment Trust
|
127,901 | $15,788,099 | |
| 3 | SPG |
Simon Property Group Inc.
|
41,651 | $9,315,245 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
301,923 | $7,653,747 | |
| 5 | NNN |
Nnn REIT, Inc.
|
45,279 | $2,106,831 | |
| 6 | ADC |
Agree Realty Corp
|
21,072 | $1,595,991 | |
| 7 | REG |
Regency Centers Corp
|
12,373 | $986,622 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
16,204 | $397,807 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,653,747 | 301,923 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $6,458,236 | 287,416 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $386,183 | 19,052 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $364,654 | 16,689 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $326,418 | 15,529 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $251,543 | 11,843 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $237,648 | 10,143 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $268,352 | 11,557 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $724,358 | 37,223 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $715,312 | 36,477 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $798,143 | 37,454 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $957,035 | 54,408 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,145,907 | 58,109 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,649,131 | 84,441 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,775,623 | 83,835 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $987,639 | 53,647 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,374,250 | 69,512 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,738,731 | 70,394 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,264,494 | 51,298 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $762,976 | 36,770 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $968,459 | 46,449 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $849,205 | 45,291 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $681,152 | 45,380 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $301,778 | 26,801 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $306,064 | 23,837 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $294,014 | 30,405 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||