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
2017
Q3 		– Sell
-776
Closed -$1K – 3412
2017
Q2 		$1K Buy
+776
New +$10.1K ﹤0.01% 4485

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.