BTI
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Blue Trust Inc’s SITE Centers SITC Stock Holding History

Blue Trust Inc’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
-4
Closed -$36 – 2703
2025
Q3 		$36 Hold
4
– – ﹤0.01% 2556
2025
Q2 		$45 Hold
4
– – ﹤0.01% 2426
2025
Q1 		$51 Sell
4
-17
-81% -$242 ﹤0.01% 2453
2024
Q4 		$321 Sell
21
-32,694
-100% -$527K ﹤0.01% 2360
2024
Q3 		$92.5K Buy
32,715
+31,370
+2,332% +$368K ﹤0.01% 1265
2024
Q2 		$15.4K Buy
1,345
+1,100
+449% +$12.1K ﹤0.01% 1773
2024
Q1 		$2.8K Sell
245
-241
-50% -$2.6K ﹤0.01% 1751
2023
Q4 		$5K Buy
486
+335
+222% +$3.34K ﹤0.01% 1860
2023
Q3 		$2K Sell
151
-86
-36% -$906 ﹤0.01% 1845
2023
Q2 		$2K Hold
237
– – ﹤0.01% 1758
2023
Q1 		$3K Buy
237
+5
+2% +$51 ﹤0.01% 1948
2022
Q4 		$2K Buy
232
+28
+14% +$275 ﹤0.01% 1961
2022
Q3 		$2K Buy
204
+53
+35% +$554 ﹤0.01% 1828
2022
Q2 		$2K Buy
+151
New +$1.78K ﹤0.01% 1699

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