AWM
SITC icon

Avior Wealth Management’s SITE Centers SITC Stock Holding History

Avior 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
Q1 		– Sell
-12
Closed -$183 – 2055
2024
Q4 		$183 Sell
12
-50
-81% -$806 ﹤0.01% 2375
2024
Q3 		$726 Sell
62
-24
-28% -$282 ﹤0.01% 2120
2024
Q2 		$971 Buy
86
+21
+32% +$231 ﹤0.01% 2030
2024
Q1 		$747 Buy
+65
New +$702 ﹤0.01% 2463
2021
Q3 		– Sell
-94
Closed -$1K – 1167
2021
Q2 		$1K Buy
+94
New +$1.08K ﹤0.01% 997

Other funds holding SITC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Avior Wealth Management's SITC Position: Q1 2025 in Review

Avior Wealth Management sold out of SITE Centers (SITC) in Q1 2025, closing a stake of 12 shares — an estimated $183 sold.

Avior Wealth Management first reported a position in SITC in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2021. 198 funds tracked by Wall St. Rank hold SITC as of Q1 2025.

  • Avior Wealth Management reported no remaining SITE Centers position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 12 SITE Centers shares in Q1 2025, an estimated $183.
  • Avior Wealth Management first reported a position in SITE Centers in Q2 2021 and held it in 5 quarters.
  • Avior Wealth Management's SITE Centers position peaked at $1K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held SITE Centers as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.