Position in KIM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,570,541
+$8,226,730 QoQ
Shares Held
1,442,625
+14.4% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#55
of 685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $497,131,047 across 18 REIT - Retail names. KIM ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
942,135 | $210,708,488 | |
| 2 | O |
Realty Income Corp
|
2,009,475 | $124,507,067 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
1,884,330 | $59,412,922 | |
| 4 | KIM |
Kimco Realty Corp
This page
|
1,442,625 | $36,570,541 | |
| 5 | FRT |
Federal Realty Investment Trust
|
287,966 | $35,546,521 | |
| 6 | REG |
Regency Centers Corp
|
236,772 | $18,880,197 | |
| 7 | KRG |
Kite Realty Group Trust
|
109,771 | $3,115,299 | |
| 8 | ADC |
Agree Realty Corp
|
23,385 | $1,771,178 |
All Filings in KIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,570,541 | 1,442,625 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $28,343,811 | 1,261,407 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,863,724 | 486,617 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $22,495,314 | 1,029,534 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,688,620 | 460,924 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $11,734,969 | 552,494 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,771,642 | 673,139 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,343,262 | 660,778 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,582,941 | 697,993 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,481,618 | 687,487 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,223,819 | 573,619 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $15,960,548 | 907,365 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $6,626,944 | 336,052 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $5,349,695 | 273,922 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $8,487,692 | 400,741 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $5,834,053 | 316,896 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,449,466 | 326,225 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,211,652 | 251,484 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $32,521,382 | 1,319,326 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,702,924 | 1,286,888 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,911,094 | 523,314 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,693,649 | 250,328 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,356,419 | 423,479 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,971,884 | 263,933 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,000,766 | 155,823 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,673,440 | 173,055 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||