Position in SITC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$170,773
+$65,917 QoQ
Shares Held
43,016
+121.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $784,221,589 across 26 REIT - Retail names. SITC ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
4,982,959 | $308,744,137 | |
| 2 | SPG |
Simon Property Group Inc.
|
671,618 | $150,207,363 | |
| 3 | FRT |
Federal Realty Investment Trust
|
854,603 | $105,492,192 | |
| 4 | KIM |
Kimco Realty Corp
|
2,550,709 | $64,660,470 | |
| 5 | ADC |
Agree Realty Corp
|
369,853 | $28,012,664 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
528,754 | $15,783,306 | |
| 7 | REG |
Regency Centers Corp
|
189,131 | $15,081,303 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
348,277 | $11,618,519 |
All Filings in SITC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,773 | 43,016 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $104,856 | 19,418 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $388,569 | 60,525 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $449,147 | 49,850 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $494,641 | 43,735 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $513,650 | 40,004 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $433,042 | 28,322 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $403,110 | 22,395 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $368,237 | 85,358 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $301,853 | 69,254 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $263,079 | 64,875 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $197,219 | 53,762 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $386,332 | 98,223 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $291,342 | 79,743 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $396,733 | 97,619 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $295,487 | 92,733 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $857,228 | 213,901 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,115,593 | 425,538 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,258,917 | 479,626 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,460,430 | 535,607 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,215,876 | 494,544 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,000,831 | 495,946 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,453,634 | 482,791 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $945,314 | 441,293 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,013,280 | 420,462 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $482,917 | 311,545 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||