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Newbridge Financial Services Group’s Kimco Realty KIM Stock Holding History

Newbridge Financial Services Group’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,302
Closed -$77.4K – 1108
2024
Q4 		$77.4K Buy
+3,302
New +$80K 0.02% 315
2024
Q3 		– Sell
-120
Closed -$2.33K – 894
2024
Q2 		$2.33K Buy
+120
New +$2.25K ﹤0.01% 935
2023
Q2 		– Sell
-228
Closed -$4.45K – 1402
2023
Q1 		$4.45K Sell
228
-154
-40% -$3.17K ﹤0.01% 1090
2022
Q4 		$8.1K Sell
382
-77
-17% -$1.62K ﹤0.01% 954
2022
Q3 		$8K Buy
459
+4
+0.9% +$84 ﹤0.01% 940
2022
Q2 		$9K Buy
455
+159
+54% +$3.65K 0.01% 889
2022
Q1 		$7K Sell
296
-401
-58% -$9.68K ﹤0.01% 1024
2021
Q4 		$17K Buy
697
+5
+0.7% +$116 0.01% 779
2021
Q3 		$14K Buy
+692
New +$14.8K 0.01% 773

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Newbridge Financial Services Group's KIM Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Kimco Realty (KIM) in Q1 2025, closing a stake of 3,302 shares — an estimated $77.4K sold.

Newbridge Financial Services Group first reported a position in KIM in Q3 2021 and held it in 9 quarters. The position peaked at $77.4K in Q4 2024. 584 funds tracked by Wall St. Rank hold KIM as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Kimco Realty position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,302 Kimco Realty shares in Q1 2025, an estimated $77.4K.
  • Newbridge Financial Services Group first reported a position in Kimco Realty in Q3 2021 and held it in 9 quarters.
  • Newbridge Financial Services Group's Kimco Realty position peaked at $77.4K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.