EWA
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EverSource Wealth Advisors’s SITE Centers SITC Stock Holding History

EverSource Wealth Advisors’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 		$3.94K Buy
730
+2
+0.3% +$12 ﹤0.01% 3369
2025
Q4 		$4.67K Sell
728
-1,413
-66% -$10.7K ﹤0.01% 3153
2025
Q3 		$19.3K Sell
2,141
-1,620
-43% -$17.2K ﹤0.01% 2386
2025
Q2 		$42.5K Buy
3,761
+3,671
+4,079% +$44K ﹤0.01% 1723
2025
Q1 		$1.16K Sell
90
-12
-12% -$171 ﹤0.01% 3174
2024
Q4 		$1.56K Sell
102
-872
-90% -$14.1K ﹤0.01% 2810
2024
Q3 		$11.5K Sell
974
-12
-1% -$141 ﹤0.01% 1777
2024
Q2 		$11.9K Hold
986
– – ﹤0.01% 1755
2024
Q1 		$10.4K Buy
986
+416
+73% +$4.5K ﹤0.01% 1671
2023
Q4 		$6.07K Sell
570
-71
-11% -$708 ﹤0.01% 1778
2023
Q3 		$6.17K Buy
641
+124
+24% +$1.31K ﹤0.01% 1622
2023
Q2 		$5.33K Buy
+517
New +$4.94K ﹤0.01% 1709
2023
Q1 		– Sell
-302
Closed -$3.06K – 2514
2022
Q4 		$3.22K Sell
302
-120
-28% -$1.18K ﹤0.01% 1758
2022
Q3 		$4K Sell
422
-1,525
-78% -$16K ﹤0.01% 1473
2022
Q2 		$21K Hold
1,947
– – 0.01% 818
2022
Q1 		$25K Hold
1,947
– – 0.01% 627
2021
Q4 		$24K Buy
+1,947
New +$24.4K 0.01% 617

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

EverSource Wealth Advisors's SITC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its SITE Centers (SITC) stake by 0.27% in Q1 2026, buying an estimated $12 and bringing the position to 730 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

EverSource Wealth Advisors first reported a position in SITC in Q4 2021 and has held it in 17 quarters since. The position peaked at $42.5K in Q2 2025. 186 funds tracked by Wall St. Rank hold SITC as of Q1 2026.

  • EverSource Wealth Advisors held 730 shares of SITE Centers worth $3.94K as of Q1 2026.
  • EverSource Wealth Advisors bought 2 SITE Centers shares in Q1 2026, an estimated $12.
  • SITE Centers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3369 holding.
  • EverSource Wealth Advisors first reported a position in SITE Centers in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's SITE Centers position peaked at $42.5K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held SITE Centers as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.