Position in SITC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$282,755
+$95,386 QoQ
Shares Held
71,223
+105.3% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 179 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $75,750,846 across 23 REIT - Retail names. SITC ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
104,674 | $23,410,340 | |
| 2 | NNN |
Nnn REIT, Inc.
|
221,721 | $10,316,678 | |
| 3 | FRT |
Federal Realty Investment Trust
|
78,494 | $9,689,299 | |
| 4 | O |
Realty Income Corp
|
133,109 | $8,247,433 | |
| 5 | REG |
Regency Centers Corp
|
64,729 | $5,161,490 | |
| 6 | KIM |
Kimco Realty Corp
|
162,456 | $4,118,259 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
80,746 | $3,360,648 | |
| 8 | SKT |
Tanger Inc.
|
45,623 | $1,800,739 |
All Filings in SITC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,755 | 71,223 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $187,369 | 34,698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $190,153 | 29,619 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $161,630 | 17,939 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $88,606 | 20,539 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $313 | 21,375 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $262 | 19,242 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $239 | 19,388 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $229 | 17,290 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $218 | 17,725 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $234 | 17,103 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $55,348 | 17,370 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||