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Mount Yale Investment Advisors’s SITE Centers SITC Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-2
Closed -$23 – 1446
2025
Q2 		$23 Buy
+2
New +$24 ﹤0.01% 1482
2018
Q4 		– Sell
-12
Closed – – 694
2018
Q3 		$0 Sell
12
-2
-14% -$22 ﹤0.01% 999
2018
Q2 		$0 Buy
+14
New +$139 ﹤0.01% 1004

Other funds holding SITC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mount Yale Investment Advisors's SITC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of SITE Centers (SITC) in Q3 2025, closing a stake of 2 shares — an estimated $23 sold.

Mount Yale Investment Advisors first reported a position in SITC in Q2 2018 and held it in 3 quarters. The position peaked at $23 in Q2 2025. 193 funds tracked by Wall St. Rank hold SITC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining SITE Centers position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2 SITE Centers shares in Q3 2025, an estimated $23.
  • Mount Yale Investment Advisors first reported a position in SITE Centers in Q2 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's SITE Centers position peaked at $23 in Q2 2025.
  • 193 funds tracked by Wall St. Rank held SITE Centers as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.