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Legacy Wealth Management (Idaho)’s SITE Centers SITC Stock Holding History

Legacy Wealth Management (Idaho)’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 		$195 Sell
36
-139
-79% -$852 ﹤0.01% 989
2025
Q4 		$1.12K Buy
+175
New +$1.32K ﹤0.01% 738

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

Legacy Wealth Management (Idaho)'s SITC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its SITE Centers (SITC) stake by 79% in Q1 2026, selling an estimated $852 and leaving 36 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Legacy Wealth Management (Idaho) first reported a position in SITC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.12K in Q4 2025. 186 funds tracked by Wall St. Rank hold SITC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 36 shares of SITE Centers worth $195 as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 139 SITE Centers shares in Q1 2026, an estimated $852.
  • SITE Centers made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #989 holding.
  • Legacy Wealth Management (Idaho) first reported a position in SITE Centers in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s SITE Centers position peaked at $1.12K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held SITE Centers as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.