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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

True Wealth Design's SITC Position: Q2 2026 in Review

True Wealth Design increased its SITE Centers (SITC) stake by 44% in Q2 2026, buying an estimated $469 and bringing the position to 295 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

True Wealth Design first reported a position in SITC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55K in Q4 2025. 182 funds tracked by Wall St. Rank hold SITC as of Q2 2026.

  • True Wealth Design held 295 shares of SITE Centers worth $1.17K as of Q2 2026.
  • True Wealth Design bought 90 SITE Centers shares in Q2 2026, an estimated $469.
  • SITE Centers made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1922 holding.
  • True Wealth Design first reported a position in SITE Centers in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's SITE Centers position peaked at $2.55K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held SITE Centers as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.