Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SITE Centers SITC Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$213K Buy
39,497
+6,344
+19% +$38.9K ﹤0.01% 2692
2025
Q4 		$213K Buy
33,153
+12,698
+62% +$96K ﹤0.01% 2521
2025
Q3 		$184K Buy
20,455
+433
+2% +$4.6K ﹤0.01% 2514
2025
Q2 		$226K Buy
20,022
+17,906
+846% +$215K ﹤0.01% 2067
2025
Q1 		$27K Sell
2,116
-987
-32% -$14.1K ﹤0.01% 3472
2024
Q4 		$47K Sell
3,103
-496
-14% -$8K ﹤0.01% 2854
2024
Q3 		$42K Buy
3,599
+438
+14% +$5.14K ﹤0.01% 2829
2024
Q2 		$36K Buy
3,161
+360
+13% +$3.96K ﹤0.01% 2705
2024
Q1 		$32K Buy
2,801
+9
+0.3% +$97 ﹤0.01% 2608
2023
Q4 		$30K Sell
2,792
-388
-12% -$3.87K ﹤0.01% 2521
2023
Q3 		$31K Sell
3,180
-77
-2% -$811 ﹤0.01% 2391
2023
Q2 		$34K Buy
3,257
+460
+16% +$4.39K ﹤0.01% 2278
2023
Q1 		$27K Sell
2,797
-437
-14% -$4.43K ﹤0.01% 2301
2022
Q4 		$34K Buy
3,234
+28
+0.9% +$275 ﹤0.01% 2004
2022
Q3 		$27K Buy
3,206
+2,474
+338% +$25.9K ﹤0.01% 2031
2022
Q2 		$8K Sell
732
-111
-13% -$1.31K ﹤0.01% 2733
2022
Q1 		$11K Buy
843
+39
+5% +$475 ﹤0.01% 2440
2021
Q4 		$10K Buy
+804
New +$10.1K ﹤0.01% 2365
2018
Q3 		– Sell
-73
Closed -$1K – 1974
2018
Q2 		$1K Sell
73
-1
-1% -$10 ﹤0.01% 1591
2018
Q1 		$1K Buy
+74
New +$744 ﹤0.01% 1326
2017
Q4 		– Sell
-146
Closed -$2K – 1569
2017
Q3 		$2K Buy
+146
New +$1.83K ﹤0.01% 1305

Other funds holding SITC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SITC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SITE Centers (SITC) stake by 19% in Q1 2026, buying an estimated $38.9K and bringing the position to 39,497 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Carson Wealth (CWM LLC) first reported a position in SITC in Q3 2017 and has held it in 21 quarters since. The position peaked at $226K in Q2 2025. 186 funds tracked by Wall St. Rank hold SITC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,497 shares of SITE Centers worth $213K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,344 SITE Centers shares in Q1 2026, an estimated $38.9K.
  • SITE Centers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2692 holding.
  • Carson Wealth (CWM LLC) first reported a position in SITE Centers in Q3 2017 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s SITE Centers position peaked at $226K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held SITE Centers as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.