Modern Wealth Management, LLC

Position in SITC — SITE Centers Corp.

CIK 2001900 KANSAS CITY, MO

Position in SITC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$94,785

New position

Shares Held

17,553

first reported quarter

Ownership

0.033%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 98.42761921039138.ToString("F0")% Shared 0.ToString("F0")% None 1.572380789608614.ToString("F0")%

Real Estate · as of Mar 31, 2026

Modern Wealth Management, LLC holds $8,364,117 across 5 REIT - Retail names. SITC ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	100,324	$3,754,123
2	SPG	Simon Property Group Inc.	17,495	$3,263,341
3	O	Realty Income Corp	16,203	$991,296
4	KRG	Kite Realty Group Trust	10,614	$260,572
5	SITC	SITE Centers Corp. This page	17,553	$94,785

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$94,785	17,553	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.