AWM
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Abound Wealth Management’s SITE Centers SITC Stock Holding History

Abound Wealth Management’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14
Closed -$127 – 1486
2025
Q3 		$127 Hold
14
– – ﹤0.01% 1268
2025
Q2 		$159 Hold
14
– – ﹤0.01% 1124
2025
Q1 		$180 Buy
14
+10
+250% +$142 ﹤0.01% 1027
2024
Q4 		$62 Sell
4
-17
-81% -$274 ﹤0.01% 1215
2024
Q3 		$242 Sell
21
-12
-36% -$141 ﹤0.01% 1061
2024
Q2 		$377 Sell
33
-14
-30% -$154 ﹤0.01% 911
2024
Q1 		$543 Hold
47
– – ﹤0.01% 869
2023
Q4 		$505 Sell
47
-3
-6% -$30 ﹤0.01% 917
2023
Q3 		$481 Hold
50
– – ﹤0.01% 820
2023
Q2 		$516 Buy
+50
New +$478 ﹤0.01% 830

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Abound Wealth Management's SITC Position: Q4 2025 in Review

Abound Wealth Management sold out of SITE Centers (SITC) in Q4 2025, closing a stake of 14 shares — an estimated $127 sold.

Abound Wealth Management first reported a position in SITC in Q2 2023 and held it in 10 quarters. The position peaked at $543 in Q1 2024. 190 funds tracked by Wall St. Rank hold SITC as of Q4 2025.

  • Abound Wealth Management reported no remaining SITE Centers position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 14 SITE Centers shares in Q4 2025, an estimated $127.
  • Abound Wealth Management first reported a position in SITE Centers in Q2 2023 and held it in 10 quarters.
  • Abound Wealth Management's SITE Centers position peaked at $543 in Q1 2024.
  • 190 funds tracked by Wall St. Rank held SITE Centers as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.