Position in SITC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$113,475
-$6,315 QoQ
Shares Held
21,014
+12.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $267,510,897 across 24 REIT - Retail names. SITC ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
869,560 | $53,199,679 | |
| 2 | KIM |
Kimco Realty Corp
|
1,925,442 | $43,264,681 | |
| 3 | REG |
Regency Centers Corp
|
547,897 | $41,453,886 | |
| 4 | FRT |
Federal Realty Investment Trust
|
382,058 | $40,578,379 | |
| 5 | SPG |
Simon Property Group Inc.
|
147,036 | $27,426,625 | |
| 6 | CURB |
Curbline Properties Corp.
|
308,144 | $7,947,033 | |
| 7 | NTST |
NETSTREIT Corp.
|
291,893 | $5,496,345 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
152,330 | $4,844,093 |
All Filings in SITC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,475 | 21,014 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $119,790 | 18,659 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $164,657 | 18,275 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $187,022 | 16,536 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,288,251 | 333,976 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $974,798 | 63,754 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $944,244 | 52,458 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||