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Hennion & Walsh Asset Management’s SITE Centers SITC Stock Holding History

Hennion & Walsh Asset Management’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
Q3 		$162K Sell
47,972
-290
-0.6% -$1K ﹤0.01% 946
2026
Q2 		$192K Sell
48,262
-7
-0% -$36 0.01% 932
2026
Q1 		$261K Sell
48,269
-650
-1% -$3.98K 0.01% 854
2025
Q4 		$314K Sell
48,919
-736
-1% -$5.56K 0.01% 822
2025
Q3 		$447K Buy
49,655
+2,039
+4% +$21.7K 0.02% 736
2025
Q2 		$539K Buy
47,616
+11,422
+32% +$137K 0.02% 646
2025
Q1 		$465K Buy
+36,194
New +$516K 0.02% 651

Other funds holding SITC

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Hennion & Walsh Asset Management's SITC Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its SITE Centers (SITC) stake by 0.6% in Q3 2026, selling an estimated $1K and leaving 47,972 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Hennion & Walsh Asset Management first reported a position in SITC in Q1 2025 and has held it in 7 quarters since. The position peaked at $539K in Q2 2025. 10 funds tracked by Wall St. Rank hold SITC as of Q3 2026.

  • Hennion & Walsh Asset Management held 47,972 shares of SITE Centers worth $162K as of Q3 2026.
  • Hennion & Walsh Asset Management sold 290 SITE Centers shares in Q3 2026, an estimated $1K.
  • SITE Centers made up ﹤0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #946 holding.
  • Hennion & Walsh Asset Management first reported a position in SITE Centers in Q1 2025 and has held it in 7 quarters since.
  • Hennion & Walsh Asset Management's SITE Centers position peaked at $539K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held SITE Centers as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.