Position in KIM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$6,458,236
+$6,072,053 QoQ
Shares Held
287,416
+1408.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $113,057,438 across 13 REIT - Retail names. KIM ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,306,840 | $79,952,470 | |
| 2 | FRT |
Federal Realty Investment Trust
|
124,318 | $13,203,814 | |
| 3 | SPG |
Simon Property Group Inc.
|
40,402 | $7,536,185 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
287,416 | $6,458,236 | |
| 5 | NNN |
Nnn REIT, Inc.
|
43,286 | $1,819,310 | |
| 6 | ADC |
Agree Realty Corp
|
19,933 | $1,502,548 | |
| 7 | REG |
Regency Centers Corp
|
12,035 | $910,567 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
16,617 | $392,992 |
All Filings in KIM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||