Position in SITC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$187,369
-$2,784 QoQ
Shares Held
34,698
+17.1% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 28.16012450285319.ToString("F0")%
Shared 0.ToString("F0")%
None 71.8398754971468.ToString("F0")%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $64,730,133 across 23 REIT - Retail names. SITC ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
142,412 | $26,564,110 | |
| 2 | O |
Realty Income Corp
|
144,870 | $8,863,146 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,563 | $7,282,076 | |
| 4 | REG |
Regency Centers Corp
|
74,798 | $5,659,216 | |
| 5 | NNN |
Nnn REIT, Inc.
|
93,719 | $3,939,009 | |
| 6 | KIM |
Kimco Realty Corp
|
104,261 | $2,342,744 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
44,719 | $1,673,384 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
50,963 | $1,467,734 |
All Filings in SITC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||