Position in SITC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$144,184
-$129,826 QoQ
Shares Held
26,701
-37.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.078648739747575.ToString("F0")%
Shared 75.84734654132804.ToString("F0")%
None 24.074004718924385.ToString("F0")%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $52,054,707 across 19 REIT - Retail names. SITC ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
57,493 | $10,724,168 | |
| 2 | FRT |
Federal Realty Investment Trust
|
100,687 | $10,693,966 | |
| 3 | O |
Realty Income Corp
|
139,372 | $8,526,778 | |
| 4 | NNN |
Nnn REIT, Inc.
|
149,155 | $6,268,984 | |
| 5 | ADC |
Agree Realty Corp
|
43,311 | $3,264,782 | |
| 6 | REG |
Regency Centers Corp
|
40,641 | $3,074,897 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
62,656 | $2,344,586 | |
| 8 | KIM |
Kimco Realty Corp
|
51,524 | $1,157,743 |
All Filings in SITC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,184 | 26,701 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $274,010 | 42,681 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $364,706 | 40,478 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $129,556 | 11,455 | Shares | Other | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||