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Twin Peaks Wealth Advisors’s SITE Centers SITC Stock Holding History

Twin Peaks Wealth Advisors’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
-121
Closed -$1.4K – 1775
2025
Q2 		$1.4K Buy
+121
New +$1.45K ﹤0.01% 1710

Other funds holding SITC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Twin Peaks Wealth Advisors's SITC Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of SITE Centers (SITC) in Q3 2025, closing a stake of 121 shares — an estimated $1.4K sold.

Twin Peaks Wealth Advisors first reported a position in SITC in Q2 2025 and held it in 1 quarter. The position peaked at $1.4K in Q2 2025. 193 funds tracked by Wall St. Rank hold SITC as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining SITE Centers position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 121 SITE Centers shares in Q3 2025, an estimated $1.4K.
  • Twin Peaks Wealth Advisors first reported a position in SITE Centers in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's SITE Centers position peaked at $1.4K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held SITE Centers as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.