AWM
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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 – 2057
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 – 1170
2021
Q2 		$1K Buy
+94
New +$1.08K ﹤0.01% 997

Other funds holding SITC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return