Physician Wealth Advisors’s SITE Centers SITC Stock Holding History

Physician 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 Q2	$814	Buy	205 +121	+144%	+$630	﹤0.01%	1910
2026 Q1	$454	Buy	+84	New	+$515	﹤0.01%	1957
2025 Q4	–	Sell	-56	Closed	-$505	–	2144
2025 Q3	$505	Buy	+56	New	+$595	﹤0.01%	1802

Other funds holding SITC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's SITC Position: Q2 2026 in Review

Physician Wealth Advisors increased its SITE Centers (SITC) stake by 144% in Q2 2026, buying an estimated $630 and bringing the position to 205 shares worth $814. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Physician Wealth Advisors first reported a position in SITC in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold SITC as of Q2 2026.

Physician Wealth Advisors held 205 shares of SITE Centers worth $814 as of Q2 2026.
Physician Wealth Advisors bought 121 SITE Centers shares in Q2 2026, an estimated $630.
SITE Centers made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1910 holding.
Physician Wealth Advisors first reported a position in SITE Centers in Q3 2025 and has held it in 3 quarters since.
17 funds tracked by Wall St. Rank held SITE Centers as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.