Steward Partners Investment Advisory’s SITE Centers SITC Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-17	Closed	-$260	–	4144
2024 Q4	$260	Sell	17 -70	-80%	-$1.13K	﹤0.01%	3893
2024 Q3	$1.03K	Hold	87	–	–	﹤0.01%	3527
2024 Q2	$986	Hold	87	–	–	﹤0.01%	3393
2024 Q1	$996	Hold	87	–	–	﹤0.01%	3376
2023 Q4	$927	Hold	87	–	–	﹤0.01%	3317
2023 Q3	$838	Hold	87	–	–	﹤0.01%	3210
2023 Q2	$899	Hold	87	–	–	﹤0.01%	3141
2023 Q1	$835	Hold	87	–	–	﹤0.01%	3134
2022 Q4	$929	Hold	87	–	–	﹤0.01%	3127
2022 Q3	$1K	Hold	87	–	–	﹤0.01%	3166
2022 Q2	$1K	Hold	87	–	–	﹤0.01%	3160
2022 Q1	$1K	Hold	87	–	–	﹤0.01%	3221
2021 Q4	$1K	Hold	87	–	–	﹤0.01%	3122
2021 Q3	$1K	Hold	87	–	–	﹤0.01%	3104
2021 Q2	$1K	Buy	+87	New	+$997	﹤0.01%	6992
2018 Q4	–	Sell	-146	Closed	-$2K	–	1929
2018 Q3	$2K	Sell	146 -87	-37%	-$948	﹤0.01%	2399
2018 Q2	$3K	Buy	233 +176	+309%	+$1.75K	﹤0.01%	2142
2018 Q1	$0	Buy	+57	New	+$573	﹤0.01%	2318

Other funds holding SITC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Steward Partners Investment Advisory's SITC Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of SITE Centers (SITC) in Q1 2025, closing a stake of 17 shares — an estimated $260 sold.

Steward Partners Investment Advisory first reported a position in SITC in Q1 2018 and held it in 18 quarters. The position peaked at $3K in Q2 2018. 198 funds tracked by Wall St. Rank hold SITC as of Q1 2025.

Steward Partners Investment Advisory reported no remaining SITE Centers position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 17 SITE Centers shares in Q1 2025, an estimated $260.
Steward Partners Investment Advisory first reported a position in SITE Centers in Q1 2018 and held it in 18 quarters.
Steward Partners Investment Advisory's SITE Centers position peaked at $3K in Q2 2018.
198 funds tracked by Wall St. Rank held SITE Centers as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.