EverSource Wealth Advisors, LLC

Position in SITC — SITE Centers Corp.

CIK 1710537 BIRMINGHAM, AL

Position in SITC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,617

-$1,055 QoQ

Shares Held

912

+25.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#143

of 179 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. SITC ranks #23 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	2,505	$560,238
2	O	Realty Income Corp	6,528	$404,471
3	NNN	Nnn REIT, Inc.	8,455	$393,406
4	FRT	Federal Realty Investment Trust	2,623	$323,779
5	KIM	Kimco Realty Corp	4,800	$121,676
6	IVT	InvenTrust Properties Corp.	2,587	$91,577
7	PECO	Phillips Edison & Company, Inc.	1,802	$74,997
8	BRX	Brixmor Property Group Inc.	2,238	$70,561

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,617	912	+25.3%	Shares	Sole	2026-07-24
2025-12-31	$4,672	728	-66.0%	Shares	Sole	2026-02-06
2025-09-30	$19,287	2,141	-43.1%	Shares	Sole	2025-11-10
2025-06-30	$42,534	3,761	+4078.9%	Shares	Sole	2025-08-13
2025-03-31	$1,155	90	-11.8%	Shares	Sole	2025-05-13
2024-12-31	$1,559	102	-46.3%	Shares	Sole	2025-02-10
2024-09-30	$3,420	190	-75.3%	Shares	Sole	2024-11-08
2024-06-30	$3,316	769	+72.8%	Shares	Sole	2024-08-13
2023-12-31	$1,804	445	-11.0%	Shares	Sole	2024-02-09
2023-09-30	$1,834	500	+24.1%	Shares	Sole	2023-11-03
2023-06-30	$1,585	403	—	Shares	Sole	2023-08-04
2023-03-31	$0	0	-100.0%	Shares	Sole	2023-05-11
2022-12-31	$959	236	-28.3%	Shares	Sole	2023-02-09
2022-09-30	$1,048	329	-78.3%	Shares	Sole	2022-11-07
2022-06-30	$6,087	1,519	0.0%	Shares	Sole	2022-08-01
2022-03-31	$7,551	1,519	—	Shares	Sole	2022-05-25
No filing history on record for this holder in this stock.