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Stonebridge Financial Group (Pennsylvania)’s Kimco Realty KIM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-94
Closed -$2K – 593
2025
Q1 		$2K Buy
94
+7
+8% +$153 ﹤0.01% 788
2024
Q4 		$2.04K Buy
+87
New +$2.11K ﹤0.01% 745

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s KIM Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Kimco Realty (KIM) in Q2 2025, closing a stake of 94 shares — an estimated $2K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in KIM in Q4 2024 and held it in 2 quarters. The position peaked at $2.04K in Q4 2024. 606 funds tracked by Wall St. Rank hold KIM as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Kimco Realty position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 94 Kimco Realty shares in Q2 2025, an estimated $2K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Kimco Realty in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Kimco Realty position peaked at $2.04K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.