Position in SITC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$135,777
-$72,738 QoQ
Shares Held
34,201
-11.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Creative Planning holds $186,955,796 across 25 REIT - Retail names. SITC ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
564,624 | $34,984,102 | |
| 2 | NNN |
Nnn REIT, Inc.
|
618,874 | $28,796,206 | |
| 3 | SPG |
Simon Property Group Inc.
|
123,826 | $27,693,684 | |
| 4 | REG |
Regency Centers Corp
|
240,563 | $19,182,492 | |
| 5 | ADC |
Agree Realty Corp
|
244,958 | $18,553,118 | |
| 6 | KIM |
Kimco Realty Corp
|
555,518 | $14,082,380 | |
| 7 | FRT |
Federal Realty Investment Trust
|
111,368 | $13,747,265 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
374,520 | $11,808,615 |
All Filings in SITC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,777 | 34,201 | Shares | Sole | 2026-08-13 | |
| 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 | |
| 2024-06-30 | $249,520 | 57,839 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $250,850 | 57,552 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $227,038 | 55,987 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $167,231 | 45,587 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $174,253 | 44,303 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $165,198 | 45,216 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $131,864 | 32,446 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $83,590 | 26,233 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $94,447 | 23,567 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $110,398 | 22,206 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $104,584 | 22,206 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $101,842 | 22,170 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $99,336 | 22,170 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $89,575 | 22,203 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $66,851 | 22,203 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $47,562 | 22,203 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $53,570 | 22,229 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $34,456 | 22,229 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||