Position in KIM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,988
+$880 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $8,988 across 1 REIT - Retail name. KIM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
This page
|
400 | $8,988 |
All Filings in KIM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,988 | 400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,108 | 400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,740 | 400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,408 | 400 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $8,496 | 400 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,372 | 400 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||