We are live on ! Find out more
SITC icon

SITE Centers

186 hedge funds and large institutions have $303M invested in SITE Centers in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 60

0.4% less ownership

Funds ownership: 107.45%107.05% (-0.4%)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

2% less funds holding

Funds holding: 190186 (-4)

16% less capital invested

Capital invested by funds: $362M → $303M (-$58.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $388K

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
29
Increased
62
Reduced
60
Closed
31
Calls
Puts
$388K
Net Calls
-$388K
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$2.17K -$215 -35 -8%
AA
152
Ancora Advisors
Ohio
$1.92K +$2.06K +336 +1,680%
ZBNA
153
Zions Bancorporation, National Association
Utah
$1.73K +$1.97K +321 New
GI
154
GAMMA Investing
California
$1.69K -$380 -62 -17%
Osaic Holdings
155
Osaic Holdings
Arizona
$1.55K
QCG
156
Quadrant Capital Group
Ohio
$1.15K -$7.42K -1,210 -85%
EP
157
Essential Partners
California
$1.15K -$815 -133 -39%
RIL
158
Rothschild Investment LLC
Illinois
$1.13K -$196 -32 -13%
SIC
159
SJS Investment Consulting
Ohio
$1.12K +$472 +77 +59%
TWD
160
True Wealth Design
Ohio
$1.11K -$1.18K -192 -48%
TPCW
161
TD Private Client Wealth
New York
$1.09K +$386 +63 +45%
C
162
Covestor
United Kingdom
$1K -$85.7K -13,973 -99%
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$1K -$48.5K -7,907 -96%
BWA
164
Basecamp Wealth Advisors
Washington
$950 +$1.08K +176 New
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$945
AFC
166
Ares Financial Consulting
California
$885 +$687 +112 +211%
CMA
167
Cedar Mountain Advisors
Oregon
$572
WT
168
Whittier Trust
California
$503
WPA
169
Wealth Preservation Advisors
Tennessee
$464 +$527 +86 New
PWA
170
Physician Wealth Advisors
Utah
$454 +$515 +84 New
US Bancorp
171
US Bancorp
Minnesota
$405 +$435 +71 +1,775%
Optiver Holding
172
Optiver Holding
Netherlands
$340 +$368 +60 +2,000%
RF
173
Rossby Financial
Florida
$332 +$380 +62 New
LWMI
174
Legacy Wealth Management (Idaho)
Idaho
$195 -$852 -139 -79%
JWM
175
JPL Wealth Management
Colorado
$152 +$172 +28 New