Ullmann Wealth Partners Group’s SITE Centers SITC Stock Holding History

Ullmann Wealth Partners Group’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	$251K	Buy	+74,347	New	+$258K	0.02%	151

Other funds holding SITC

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Ullmann Wealth Partners Group's SITC Position: Q3 2026 in Review

Ullmann Wealth Partners Group opened a new position in SITE Centers (SITC) in Q3 2026: 74,347 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings.

52 funds tracked by Wall St. Rank hold SITC as of Q3 2026.

Ullmann Wealth Partners Group held 74,347 shares of SITE Centers worth $251K as of Q3 2026.
SITE Centers was a new Ullmann Wealth Partners Group position in Q3 2026.
SITE Centers made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #151 holding.
52 funds tracked by Wall St. Rank held SITE Centers as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.