Smart Money Radar / Tickers / SITC

SITC Equity Real Estate Investment Trusts (REITs)

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
50
of 185 total, index funds excluded
This quarter
+11
12 out
Conviction
n/a
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2024Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 24 Mar 26

Top holders

by reported value · $303M held
FundValueNote
BlackRock, Inc. $27M
RUSH ISLAND MANAGEMENT, LP $24M
FMR LLC $16M
Gumshoe Capital Management … $14M
Irenic Capital Management LP $14M
VANGUARD PORTFOLIO MANAGEME… $14M
SG Americas Securities, LLC $12M
VANGUARD CAPITAL MANAGEMENT… $12M
Weiss Asset Management LP $11M fast money
AQR CAPITAL MANAGEMENT LLC $10M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.