Position in SITC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$208,515
-$134,993 QoQ
Shares Held
38,614
-27.8% QoQ
Ownership
0.074%
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 0.012948671466307557.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9870513285337.ToString("F0")%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Creative Planning holds $141,217,105 across 25 REIT - Retail names. SITC ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
520,801 | $31,862,605 | |
| 2 | SPG |
Simon Property Group Inc.
|
121,649 | $22,691,187 | |
| 3 | NNN |
Nnn REIT, Inc.
|
452,534 | $19,020,003 | |
| 4 | ADC |
Agree Realty Corp
|
211,993 | $15,980,031 | |
| 5 | REG |
Regency Centers Corp
|
155,192 | $11,741,826 | |
| 6 | FRT |
Federal Realty Investment Trust
|
95,267 | $10,118,308 | |
| 7 | KIM |
Kimco Realty Corp
|
368,127 | $8,271,813 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
231,237 | $6,659,625 |
All Filings in SITC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,515 | 38,614 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $343,508 | 53,506 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $123,328 | 13,688 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,918 | 18,472 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $217,984 | 16,977 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $256,795 | 16,795 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $379,440 | 21,080 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||