AWM
SITC icon

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 – 1488
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 $5.7T AUM 30.48% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $123M AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return