Position in SITC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$55,490
+$6,190 QoQ
Shares Held
10,276
+259.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $17,929,208 across 14 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
165,196 | $10,235,544 | |
| 2 | SPG |
Simon Property Group Inc.
|
6,185 | $1,383,274 | |
| 3 | KRG |
Kite Realty Group Trust
|
41,758 | $1,185,092 | |
| 4 | NNN |
Nnn REIT, Inc.
|
20,921 | $973,454 | |
| 5 | MAC |
Macerich Co
|
35,532 | $895,051 | |
| 6 | REG |
Regency Centers Corp
|
9,180 | $732,012 | |
| 7 | CURB |
Curbline Properties Corp.
|
14,385 | $437,304 | |
| 8 | BFS |
Saul Centers, Inc.
|
11,506 | $430,209 |
All Filings in SITC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,490 | 10,276 | Shares | Other | 2026-05-14 | |
| 2024-06-30 | $49,300 | 11,428 | Shares | Other | 2024-08-14 | |
| 2023-09-30 | $46,845 | 12,770 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $46,970 | 11,942 | Shares | Other | 2023-08-14 | |
| 2022-03-31 | $59,519 | 11,972 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||