NewSquare Capital’s Kimco Realty KIM Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-457	Closed	-$9.61K	–	735
2025 Q2	$9.61K	Buy	+457	New	+$9.48K	﹤0.01%	656
2025 Q1	–	Sell	-89	Closed	-$2.08K	–	1204
2024 Q4	$2.08K	Buy	+89	New	+$2.16K	﹤0.01%	543
2023 Q4	–	Sell	-111	Closed	-$1.95K	–	573
2023 Q3	$1.95K	Buy	+111	New	+$2.15K	﹤0.01%	457

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

NewSquare Capital's KIM Position: Q3 2025 in Review

NewSquare Capital sold out of Kimco Realty (KIM) in Q3 2025, closing a stake of 457 shares — an estimated $9.61K sold.

NewSquare Capital first reported a position in KIM in Q3 2023 and held it in 3 quarters. The position peaked at $9.61K in Q2 2025. 620 funds tracked by Wall St. Rank hold KIM as of Q3 2025.

NewSquare Capital reported no remaining Kimco Realty position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 457 Kimco Realty shares in Q3 2025, an estimated $9.61K.
NewSquare Capital first reported a position in Kimco Realty in Q3 2023 and held it in 3 quarters.
NewSquare Capital's Kimco Realty position peaked at $9.61K in Q2 2025.
620 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.