Position in SITC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$686
+$423 QoQ
Shares Held
173
+322.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#156
of 179 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. SITC ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,698 | $1,945,307 | |
| 2 | O |
Realty Income Corp
|
23,281 | $1,442,490 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,379 | $389,874 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
3,776 | $92,700 | |
| 5 | REG |
Regency Centers Corp
|
729 | $58,130 | |
| 6 | FRT |
Federal Realty Investment Trust
|
400 | $49,376 | |
| 7 | KIM |
Kimco Realty Corp
|
1,474 | $37,365 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
737 | $30,673 |
All Filings in SITC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686 | 173 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $263 | 41 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,144 | 460 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $56 | 5 | Shares | Sole | 2025-08-08 | |
| 2022-12-31 | $321 | 79 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $248 | 78 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $308 | 77 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $382 | 77 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||