Stephens Consulting’s SITE Centers SITC Stock Holding History

Stephens Consulting’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	-6	Closed	-$68	–	1035
2025 Q2	$68	Sell	6 -24	-80%	-$288	﹤0.01%	1084
2025 Q1	$386	Buy	+30	New	+$427	﹤0.01%	1104

Other funds holding SITC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stephens Consulting's SITC Position: Q3 2025 in Review

Stephens Consulting sold out of SITE Centers (SITC) in Q3 2025, closing a stake of 6 shares — an estimated $68 sold.

Stephens Consulting first reported a position in SITC in Q1 2025 and held it in 2 quarters. The position peaked at $386 in Q1 2025. 193 funds tracked by Wall St. Rank hold SITC as of Q3 2025.

Stephens Consulting reported no remaining SITE Centers position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 6 SITE Centers shares in Q3 2025, an estimated $68.
Stephens Consulting first reported a position in SITE Centers in Q1 2025 and held it in 2 quarters.
Stephens Consulting's SITE Centers position peaked at $386 in Q1 2025.
193 funds tracked by Wall St. Rank held SITE Centers as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.