Position in SITC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$104,856
-$283,713 QoQ
Shares Held
19,418
-67.9% QoQ
Ownership
0.037%
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, 2026WELLS FARGO & COMPANY/MN holds $705,650,836 across 26 REIT - Retail names. SITC ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,118,129 | $313,127,131 | |
| 2 | SPG |
Simon Property Group Inc.
|
665,938 | $124,217,412 | |
| 3 | FRT |
Federal Realty Investment Trust
|
864,495 | $91,818,012 | |
| 4 | KIM |
Kimco Realty Corp
|
2,395,550 | $53,828,006 | |
| 5 | ADC |
Agree Realty Corp
|
370,565 | $27,933,189 | |
| 6 | REG |
Regency Centers Corp
|
214,751 | $16,248,059 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
387,913 | $11,777,037 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
335,775 | $10,677,644 |
All Filings in SITC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||