Creative Planning
SITC icon

Creative Planning’s SITE Centers SITC Stock Holding History

Creative 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
2026
Q1 		$209K Sell
38,614
-14,892
-28% -$91.3K ﹤0.01% 3699
2025
Q4 		$344K Buy
53,506
+39,818
+291% +$301K ﹤0.01% 3151
2025
Q3 		$123K Sell
13,688
-4,784
-26% -$50.9K ﹤0.01% 3639
2025
Q2 		$209K Buy
18,472
+1,495
+9% +$17.9K ﹤0.01% 3185
2025
Q1 		$218K Buy
16,977
+182
+1% +$2.59K ﹤0.01% 2994
2024
Q4 		$257K Sell
16,795
-91,282
-84% -$1.47M ﹤0.01% 2795
2024
Q3 		$1.28M Buy
108,077
+33,942
+46% +$398K ﹤0.01% 1334
2024
Q2 		$839K Buy
74,135
+368
+0.5% +$4.05K ﹤0.01% 1549
2024
Q1 		$843K Buy
73,767
+2,006
+3% +$21.7K ﹤0.01% 1455
2023
Q4 		$763K Buy
71,761
+13,330
+23% +$133K ﹤0.01% 1414
2023
Q3 		$562K Buy
58,431
+1,646
+3% +$17.3K ﹤0.01% 1485
2023
Q2 		$586K Sell
56,785
-1,171
-2% -$11.2K ﹤0.01% 1456
2023
Q1 		$555K Buy
57,956
+16,368
+39% +$166K ﹤0.01% 1400
2022
Q4 		$443K Buy
41,588
+7,964
+24% +$78.1K ﹤0.01% 1493
2022
Q3 		$281K Buy
33,624
+3,417
+11% +$35.7K ﹤0.01% 1690
2022
Q2 		$317K Buy
30,207
+1,744
+6% +$20.6K ﹤0.01% 1572
2022
Q1 		$371K Hold
28,463
– – ﹤0.01% 1503
2021
Q4 		$352K Buy
28,463
+47
+0.2% +$590 ﹤0.01% 1518
2021
Q3 		$342K Hold
28,416
– – ﹤0.01% 1516
2021
Q2 		$334K Sell
28,416
-43
-0.2% -$493 ﹤0.01% 1506
2021
Q1 		$301K Hold
28,459
– – ﹤0.01% 1797
2020
Q4 		$225K Hold
28,459
– – ﹤0.01% 1807
2020
Q3 		$160K Sell
28,459
-33
-0.1% -$195 ﹤0.01% 1735
2020
Q2 		$180K Hold
28,492
– – ﹤0.01% 1559
2020
Q1 		$116K Sell
28,492
-44
-0.2% -$381 ﹤0.01% 1499
2019
Q4 		$312K Buy
28,536
+2
+0% +$23 ﹤0.01% 1384
2019
Q3 		$336K Sell
28,534
-63
-0.2% -$686 ﹤0.01% 1288
2019
Q2 		$295K Hold
28,597
– – ﹤0.01% 1387
2019
Q1 		$304K Sell
28,597
-30
-0.1% -$303 ﹤0.01% 1320
2018
Q4 		$247K Sell
28,627
-33,983
-54% -$319K ﹤0.01% 1351
2018
Q3 		$654K Sell
62,610
-13,365
-18% -$146K ﹤0.01% 943
2018
Q2 		$876K Buy
75,975
+30,659
+68% +$305K ﹤0.01% 816
2018
Q1 		$428K Sell
45,316
-160
-0.4% -$1.61K ﹤0.01% 1158
2017
Q4 		$525K Sell
45,476
-14,820
-25% -$158K ﹤0.01% 1045
2017
Q3 		$712K Sell
60,296
-2,162
-3% -$27.1K ﹤0.01% 874
2017
Q2 		$730K Sell
62,458
-776
-1% -$10.1K ﹤0.01% 832
2017
Q1 		$1.02M Buy
63,234
+780
+1% +$14.4K 0.01% 662
2016
Q4 		$1.23M Buy
62,454
+147
+0.2% +$2.94K 0.01% 551
2016
Q3 		$1.4M Sell
62,307
-8,649
-12% -$208K 0.01% 478
2016
Q2 		$1.66M Sell
70,956
-6,205
-8% -$140K 0.01% 384
2016
Q1 		$1.77M Buy
77,161
+11,904
+18% +$256K 0.01% 337
2015
Q4 		$1.42M Sell
65,257
-12,952
-17% -$278K 0.01% 395
2015
Q3 		$1.55M Buy
78,209
+54,217
+226% +$1.1M 0.01% 358
2015
Q2 		$478K Hold
23,992
– – ﹤0.01% 676
2015
Q1 		$576K Buy
23,992
+3,160
+15% +$78K 0.01% 679
2014
Q4 		$493K Sell
20,832
-3,747
-15% -$86.4K 0.01% 698
2014
Q3 		$530K Buy
24,579
+2,557
+12% +$58.1K 0.01% 631
2014
Q2 		$500K Buy
22,022
+2,349
+12% +$52K 0.01% 644
2014
Q1 		$418K Buy
19,673
+6,461
+49% +$133K 0.01% 697
2013
Q4 		$262K Sell
13,212
-3,085
-19% -$64K ﹤0.01% 735
2013
Q3 		$330K Hold
16,297
– – 0.01% 560
2013
Q2 		$350K Buy
+16,297
New +$376K 0.01% 499

Other funds holding SITC

BlackRock
BlackRock New York $5.72T 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
GCM
Gumshoe Capital Management New York $123M AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Creative Planning's SITC Position: Q1 2026 in Review

Creative Planning reduced its SITE Centers (SITC) stake by 28% in Q1 2026, selling an estimated $91.3K and leaving 38,614 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

Creative Planning first reported a position in SITC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.77M in Q1 2016. 186 funds tracked by Wall St. Rank hold SITC as of Q1 2026.

  • Creative Planning held 38,614 shares of SITE Centers worth $209K as of Q1 2026.
  • Creative Planning sold 14,892 SITE Centers shares in Q1 2026, an estimated $91.3K.
  • SITE Centers made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3699 holding.
  • Creative Planning first reported a position in SITE Centers in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's SITE Centers position peaked at $1.77M in Q1 2016.
  • 186 funds tracked by Wall St. Rank held SITE Centers as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.