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North Ridge Wealth Advisors’s Kimco Realty KIM Stock Holding History

North Ridge Wealth Advisors’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
2026
Q1 		$8.99K Hold
400
– – 0.01% 140
2025
Q4 		$8.11K Hold
400
– – ﹤0.01% 128
2025
Q3 		$8.74K Hold
400
– – 0.01% 135
2025
Q2 		$8.41K Hold
400
– – 0.01% 125
2025
Q1 		$8.5K Hold
400
– – 0.01% 116
2024
Q4 		$9.37K Buy
+400
New +$9.69K 0.01% 112

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

North Ridge Wealth Advisors's KIM Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Kimco Realty (KIM) position steady in Q1 2026 at 400 shares worth $8.99K. The position accounts for 0.01% of the portfolio, ranked #140.

North Ridge Wealth Advisors first reported a position in KIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.37K in Q4 2024. 658 funds tracked by Wall St. Rank hold KIM as of Q1 2026.

  • North Ridge Wealth Advisors held 400 shares of Kimco Realty worth $8.99K as of Q1 2026.
  • North Ridge Wealth Advisors left its Kimco Realty share count unchanged in Q1 2026.
  • Kimco Realty made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #140 holding.
  • North Ridge Wealth Advisors first reported a position in Kimco Realty in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Kimco Realty position peaked at $9.37K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.