Bank of Montreal
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Bank of Montreal’s SITE Centers SITC Stock Holding History

Bank of Montreal’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
2017
Q4 		– Sell
-39,969
Closed -$472K – 4314
2017
Q3 		$472K Sell
39,969
-1,475
-4% -$18.5K ﹤0.01% 2292
2017
Q2 		$484K Buy
+41,444
New +$541K ﹤0.01% 2289
2016
Q3 		– Sell
-42,841
Closed -$1M – 4172
2016
Q2 		$1M Hold
42,841
– – ﹤0.01% 1830
2016
Q1 		$982K Sell
42,841
-4,346
-9% -$93.6K ﹤0.01% 1764
2015
Q4 		$1.02M Buy
+47,187
New +$1.01M ﹤0.01% 1707
2015
Q3 		– Sell
-27,474
Closed -$547K – 4133
2015
Q2 		$547K Buy
+27,474
New +$609K ﹤0.01% 1924
2014
Q4 		– Sell
-31,044
Closed -$669K – 4151
2014
Q3 		$669K Sell
31,044
-6,985
-18% -$159K ﹤0.01% 1955
2014
Q2 		$864K Hold
38,029
– – ﹤0.01% 1824
2014
Q1 		$808K Buy
+38,029
New +$784K ﹤0.01% 1780

Other funds holding SITC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's SITC Position: Q4 2024 in Review

Bank of Montreal sold out of SITE Centers (SITC) in Q4 2024, closing a stake of 31,444 shares — an estimated $368K sold.

Bank of Montreal first reported a position in SITC in Q2 2013 and held it in 46 quarters. The position peaked at $20.5M in Q3 2021. 209 funds tracked by Wall St. Rank hold SITC as of Q4 2024.

  • Bank of Montreal reported no remaining SITE Centers position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 31,444 SITE Centers shares in Q4 2024, an estimated $368K.
  • Bank of Montreal first reported a position in SITE Centers in Q2 2013 and held it in 46 quarters.
  • Bank of Montreal's SITE Centers position peaked at $20.5M in Q3 2021.
  • 209 funds tracked by Wall St. Rank held SITE Centers as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.