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
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $342,006,735 across 24 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
977,716 | $60,579,283 | |
| 2 | KIM |
Kimco Realty Corp
|
1,734,677 | $43,974,061 | |
| 3 | SPG |
Simon Property Group Inc.
|
194,205 | $43,433,948 | |
| 4 | FRT |
Federal Realty Investment Trust
|
350,065 | $43,212,022 | |
| 5 | REG |
Regency Centers Corp
|
523,770 | $41,765,419 | |
| 6 | CURB |
Curbline Properties Corp.
|
502,192 | $15,266,636 | |
| 7 | CBL |
Cbl & Associates Properties Inc
|
247,024 | $13,114,504 | |
| 8 | NNN |
Nnn REIT, Inc.
|
183,422 | $8,534,625 |
All Filings in SITC
Export CSV
25 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 | |
| 2024-06-30 | $515,679 | 119,535 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $286,038 | 65,625 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $476,173 | 117,423 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $336,757 | 91,799 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $198,199 | 50,391 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $393,231 | 107,630 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $811,589 | 199,696 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $538,694 | 169,058 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $914,430 | 228,174 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $642,531 | 129,241 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $996,352 | 211,551 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $627,925 | 136,692 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $996,111 | 222,314 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $1,510,026 | 374,290 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $950,995 | 315,851 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $390,254 | 182,179 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $593,087 | 246,102 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,065,304 | 687,260 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||