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% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

Modern Wealth Management, LLC holds $9,546,546 across 4 REIT - Retail names.

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	18,640	$4,168,834
2	PECO	Phillips Edison & Company, Inc.	96,847	$4,030,771
3	O	Realty Income Corp	16,821	$1,042,227
4	KRG	Kite Realty Group Trust	10,737	$304,714

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.