Center for Financial Planning’s SITE Centers SITC Stock Holding History

Center for Financial Planning’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	-31	Closed	-$280	–	730
2025 Q3	$280	Hold	31	–	–	﹤0.01%	635
2025 Q2	$351	Hold	31	–	–	﹤0.01%	620
2025 Q1	$399	Hold	31	–	–	﹤0.01%	672
2024 Q4	$474	Sell	31 -128	-81%	-$2.06K	﹤0.01%	636
2024 Q3	$1.88K	Sell	159 -1	-0.6%	-$12	﹤0.01%	499
2024 Q2	$1.81K	Hold	160	–	–	﹤0.01%	504
2024 Q1	$1.83K	Hold	160	–	–	﹤0.01%	525
2023 Q4	$1.7K	Hold	160	–	–	﹤0.01%	468
2023 Q3	$1.54K	Hold	160	–	–	﹤0.01%	466
2023 Q2	$1.65K	Hold	160	–	–	﹤0.01%	503
2023 Q1	$1.53K	Hold	160	–	–	﹤0.01%	465
2022 Q4	$1.71K	Hold	160	–	–	﹤0.01%	468
2022 Q3	$1K	Hold	160	–	–	﹤0.01%	615
2022 Q2	$2K	Hold	160	–	–	﹤0.01%	479
2022 Q1	$2K	Hold	160	–	–	﹤0.01%	480
2021 Q4	$2K	Hold	160	–	–	﹤0.01%	490
2021 Q3	$2K	Hold	160	–	–	﹤0.01%	462
2021 Q2	$2K	Hold	160	–	–	﹤0.01%	463
2021 Q1	$2K	Hold	160	–	–	﹤0.01%	494
2020 Q4	$1K	Hold	160	–	–	﹤0.01%	455
2020 Q3	$1K	Hold	160	–	–	﹤0.01%	429
2020 Q2	$1K	Hold	160	–	–	﹤0.01%	433
2020 Q1	$1K	Hold	160	–	–	﹤0.01%	550
2019 Q4	$2K	Buy	+160	New	+$1.82K	﹤0.01%	430

Other funds holding SITC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

GCM

Gumshoe Capital Management New York $123M AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Center for Financial Planning's SITC Position: Q4 2025 in Review

Center for Financial Planning sold out of SITE Centers (SITC) in Q4 2025, closing a stake of 31 shares — an estimated $280 sold.

Center for Financial Planning first reported a position in SITC in Q4 2019 and held it in 24 quarters. The position peaked at $2K in Q2 2022. 190 funds tracked by Wall St. Rank hold SITC as of Q4 2025.

Center for Financial Planning reported no remaining SITE Centers position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 31 SITE Centers shares in Q4 2025, an estimated $280.
Center for Financial Planning first reported a position in SITE Centers in Q4 2019 and held it in 24 quarters.
Center for Financial Planning's SITE Centers position peaked at $2K in Q2 2022.
190 funds tracked by Wall St. Rank held SITE Centers as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.