TWD
SITC icon

True Wealth Design’s SITE Centers SITC Stock Holding History

True Wealth Design’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
Q3 		– Sell
-295
Closed -$1.17K – 2764
2026
Q2 		$1.17K Buy
295
+90
+44% +$469 ﹤0.01% 1922
2026
Q1 		$1.11K Sell
205
-192
-48% -$1.18K ﹤0.01% 1771
2025
Q4 		$2.55K Buy
397
+248
+166% +$1.87K ﹤0.01% 1359
2025
Q3 		$1.34K Buy
149
+89
+148% +$946 ﹤0.01% 1645
2025
Q2 		$679 Buy
60
+41
+216% +$491 ﹤0.01% 1617
2025
Q1 		$244 Buy
19
+6
+46% +$85 ﹤0.01% 1872
2024
Q4 		$199 Buy
+13
New +$210 ﹤0.01% 1224

Other funds holding SITC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's SITC Position: Q3 2026 in Review

True Wealth Design sold out of SITE Centers (SITC) in Q3 2026, closing a stake of 295 shares — an estimated $1.17K sold.

True Wealth Design first reported a position in SITC in Q4 2024 and held it in 7 quarters. The position peaked at $2.55K in Q4 2025. 10 funds tracked by Wall St. Rank hold SITC as of Q3 2026.

  • True Wealth Design reported no remaining SITE Centers position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 295 SITE Centers shares in Q3 2026, an estimated $1.17K.
  • True Wealth Design first reported a position in SITE Centers in Q4 2024 and held it in 7 quarters.
  • True Wealth Design's SITE Centers position peaked at $2.55K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held SITE Centers as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.