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Pinnacle Wealth Planning Services’s SITE Centers SITC Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.5K Sell
2,692
-613
-19% -$3.76K ﹤0.01% 1850
2025
Q4 		$21.2K Buy
+3,305
New +$25K ﹤0.01% 1686
2021
Q1 		– Sell
-113
Closed -$1K – 1674
2020
Q4 		$1K Buy
+113
New +$789 ﹤0.01% 2173

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

Pinnacle Wealth Planning Services's SITC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its SITE Centers (SITC) stake by 19% in Q1 2026, selling an estimated $3.76K and leaving 2,692 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Pinnacle Wealth Planning Services first reported a position in SITC in Q4 2020 and has held it in 3 quarters since. The position peaked at $21.2K in Q4 2025. 186 funds tracked by Wall St. Rank hold SITC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,692 shares of SITE Centers worth $14.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 613 SITE Centers shares in Q1 2026, an estimated $3.76K.
  • SITE Centers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1850 holding.
  • Pinnacle Wealth Planning Services first reported a position in SITE Centers in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's SITE Centers position peaked at $21.2K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held SITE Centers as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.