Position in SITC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,343,811
+$387,747 QoQ
Shares Held
248,854
+67.1% QoQ
Ownership
0.474%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $3,628,397,555 across 26 REIT - Retail names. SITC ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,503,133 | $1,586,089,395 | |
| 2 | O |
Realty Income Corp
|
17,332,135 | $1,060,380,014 | |
| 3 | KIM |
Kimco Realty Corp
|
8,753,550 | $196,692,265 | |
| 4 | KRG |
Kite Realty Group Trust
|
5,952,067 | $146,123,242 | |
| 5 | ADC |
Agree Realty Corp
|
1,526,561 | $115,072,165 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
2,631,594 | $75,789,905 | |
| 7 | NTST |
NETSTREIT Corp.
|
3,433,461 | $64,652,070 | |
| 8 | REG |
Regency Centers Corp
|
719,536 | $54,440,091 |
All Filings in SITC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,343,811 | 248,854 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $956,064 | 148,920 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $858,011 | 95,229 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $884,090 | 78,169 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $901,611 | 70,219 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,454,963 | 95,158 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $829,206 | 46,067 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||