Position in SITC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,238
+$37,520 QoQ
Shares Held
14,859
+410.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
2 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $87,602,799 across 20 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
92,273 | $20,636,855 | |
| 2 | NNN |
Nnn REIT, Inc.
|
404,373 | $18,815,475 | |
| 3 | O |
Realty Income Corp
|
1,367,935 | $12,093,520 | |
| 4 | REG |
Regency Centers Corp
|
82,760 | $6,599,282 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
80,531 | $3,351,700 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
93,482 | $3,118,559 | |
| 7 | FRT |
Federal Realty Investment Trust
|
25,007 | $3,086,864 | |
| 8 | NTST |
NETSTREIT Corp.
|
127,242 | $2,688,623 |
All Filings in SITC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,238 | 14,859 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $42,718 | 11,645 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||