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Valeo Financial Advisors’s SITE Centers SITC Stock Holding History

Valeo Financial 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
2026
Q3 		$71.5K Buy
+21,221
New +$73.6K ﹤0.01% 821
2018
Q4 		– Sell
-18
Closed -$169 – 1697
2018
Q3 		$0 Sell
18
-4
-18% -$44 ﹤0.01% 1852
2018
Q2 		$0 Hold
22
– – ﹤0.01% 1736
2018
Q1 		$0 Hold
22
– – ﹤0.01% 1597
2017
Q4 		$0 Buy
+22
New +$234 ﹤0.01% 1423

Other funds holding SITC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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

Valeo Financial Advisors's SITC Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in SITE Centers (SITC) in Q3 2026: 21,221 shares worth $71.5K. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in SITC as recently as Q3 2018.

Valeo Financial Advisors first reported a position in SITC in Q4 2017 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold SITC as of Q3 2026.

  • Valeo Financial Advisors held 21,221 shares of SITE Centers worth $71.5K as of Q3 2026.
  • SITE Centers was a new Valeo Financial Advisors position in Q3 2026.
  • SITE Centers made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #821 holding.
  • Valeo Financial Advisors first reported a position in SITE Centers in Q4 2017 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held SITE Centers as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.