Position in SITC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$21,739
+$11,253 QoQ
Shares Held
5,476
+182.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 179 holders
Holding Since
Sep 2020
23 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, 2026Allworth Financial LP holds $26,118,664 across 25 REIT - Retail names. SITC ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
280,847 | $17,401,280 | |
| 2 | SPG |
Simon Property Group Inc.
|
18,256 | $4,082,954 | |
| 3 | NNN |
Nnn REIT, Inc.
|
18,340 | $853,360 | |
| 4 | REG |
Regency Centers Corp
|
9,652 | $769,650 | |
| 5 | FRT |
Federal Realty Investment Trust
|
5,554 | $685,585 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
20,308 | $677,474 | |
| 7 | KRG |
Kite Realty Group Trust
|
17,363 | $492,761 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
9,368 | $331,627 |
All Filings in SITC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,739 | 5,476 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,486 | 1,942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,358 | 1,302 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,632 | 1,402 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $14,103 | 1,247 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $924 | 72 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $519 | 34 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,170 | 65 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $642 | 149 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $649 | 149 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $669 | 165 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,063 | 290 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $818 | 208 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $759 | 208 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $829 | 204 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $508 | 127 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $631 | 127 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $871 | 185 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $583 | 127 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $470 | 105 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $423 | 105 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $150 | 50 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $107 | 50 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||