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Bell Investment Advisors’s SITE Centers SITC Stock Holding History

Bell Investment Advisors’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
-11
Closed -$169 – 1945
2024
Q4 		$169 Sell
11
-45
-80% -$726 ﹤0.01% 1878
2024
Q3 		$666 Sell
56
-4
-7% -$47 ﹤0.01% 1703
2024
Q2 		$682 Hold
60
– – ﹤0.01% 1714
2024
Q1 		$689 Hold
60
– – ﹤0.01% 1712
2023
Q4 		$641 Hold
60
– – ﹤0.01% 1725
2023
Q3 		$580 Hold
60
– – ﹤0.01% 1733
2023
Q2 		$622 Hold
60
– – ﹤0.01% 1738
2023
Q1 		$578 Hold
60
– – ﹤0.01% 1759
2022
Q4 		$642 Buy
+60
New +$589 ﹤0.01% 1711
2022
Q3 		– Sell
-99
Closed -$1K – 1934
2022
Q2 		$1K Buy
+99
New +$1.17K ﹤0.01% 1589

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