Position in SITC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,090
+$198 QoQ
Shares Held
202
+45.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
111,054 | $2,815,218 | |
| 2 | O |
Realty Income Corp
|
30,988 | $1,920,016 | |
| 3 | NNN |
Nnn REIT, Inc.
|
6,482 | $301,607 | |
| 4 | SPG |
Simon Property Group Inc.
|
662 | $148,056 | |
| 5 | REG |
Regency Centers Corp
|
750 | $59,805 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
755 | $22,536 | |
| 7 | FRT |
Federal Realty Investment Trust
|
87 | $10,739 | |
| 8 | SKT |
Tanger Inc.
|
200 | $7,894 |
All Filings in SITC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,090 | 202 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $892 | 139 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $630 | 70 | Shares | Defined | 2025-10-27 | |
| 2023-03-31 | $979 | 268 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,499 | 615 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,029 | 637 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,083 | 520 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $3,435 | 691 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,662 | 353 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,621 | 353 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $945 | 211 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $851 | 211 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $448 | 149 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $578 | 270 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $650 | 270 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||