Smallwood Wealth Investment Management’s SITE Centers SITC Stock Holding History

Smallwood Wealth Investment 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 Q2	$15	Hold	4	–	–	﹤0.01%	521
2026 Q1	$21	Hold	4	–	–	﹤0.01%	512
2025 Q4	$25	Hold	4	–	–	﹤0.01%	505
2025 Q3	$36	Hold	4	–	–	﹤0.01%	512
2025 Q2	$45	Hold	4	–	–	﹤0.01%	547
2025 Q1	$51	Buy	+4	New	+$57	﹤0.01%	485

Other funds holding SITC

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 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

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

SOADOR

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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's SITC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its SITE Centers (SITC) position steady in Q2 2026 at 4 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Smallwood Wealth Investment Management first reported a position in SITC in Q1 2025 and has held it in 6 quarters since. The position peaked at $51 in Q1 2025. 35 funds tracked by Wall St. Rank hold SITC as of Q2 2026.

Smallwood Wealth Investment Management held 4 shares of SITE Centers worth $15 as of Q2 2026.
Smallwood Wealth Investment Management left its SITE Centers share count unchanged in Q2 2026.
SITE Centers made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #521 holding.
Smallwood Wealth Investment Management first reported a position in SITE Centers in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's SITE Centers position peaked at $51 in Q1 2025.
35 funds tracked by Wall St. Rank held SITE Centers as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.