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Next Financial Group’s Kimco Realty KIM Stock Holding History

Next Financial 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
2021
Q4 		$533K Buy
21,631
+8,610
+66% +$199K 0.04% 517
2021
Q3 		$271K Buy
13,021
+4,775
+58% +$102K 0.02% 707
2021
Q2 		$172K Buy
+8,246
New +$171K 0.01% 887
2020
Q4 		– Sell
-20
Closed – – 2382
2020
Q3 		$0 Buy
+20
New +$236 ﹤0.01% 2196
2020
Q1 		– Sell
-119
Closed -$2K – 2265
2019
Q4 		$2K Sell
119
-925
-89% -$19.4K ﹤0.01% 2177
2019
Q3 		$22K Hold
1,044
– – ﹤0.01% 1401
2019
Q2 		$19K Buy
1,044
+100
+11% +$1.81K ﹤0.01% 1481
2019
Q1 		$17K Sell
944
-100
-10% -$1.72K ﹤0.01% 1000
2018
Q4 		$15K Buy
1,044
+144
+16% +$2.26K ﹤0.01% 1203
2018
Q3 		$15K Buy
+900
New +$15.1K 0.01% 878
2017
Q4 		– Sell
-975
Closed -$19K – 875
2017
Q3 		$19K Buy
975
+75
+8% +$1.47K 0.01% 994
2017
Q2 		$17K Buy
+900
New +$17.7K ﹤0.01% 1141
2017
Q1 		– Sell
-19
Closed – – 2089
2016
Q4 		$0 Hold
19
– – ﹤0.01% 2435
2016
Q3 		$1K Buy
+19
New +$579 ﹤0.01% 2279
2015
Q2 		– Sell
-550
Closed -$14K – 1899
2015
Q1 		$14K Buy
+550
New +$14.8K ﹤0.01% 1128

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Next Financial Group's KIM Position: Q4 2021 in Review

Next Financial Group increased its Kimco Realty (KIM) stake by 66% in Q4 2021, buying an estimated $199K and bringing the position to 21,631 shares worth $533K. The position accounts for 0.04% of the portfolio, ranked #517.

Next Financial Group first reported a position in KIM in Q1 2015 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold KIM as of Q4 2021.

  • Next Financial Group held 21,631 shares of Kimco Realty worth $533K as of Q4 2021.
  • Next Financial Group bought 8,610 Kimco Realty shares in Q4 2021, an estimated $199K.
  • Kimco Realty made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #517 holding.
  • Next Financial Group first reported a position in Kimco Realty in Q1 2015 and has held it in 15 quarters since.
  • 475 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.