First seen by DFX
Sep 12, 2026
date not stated
SIT Investment Associates Inc: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $18,368 in assets (IRS); could be the family's investment company, its manager or its accountant)
First seen by DFX
Sep 12, 2026
date not stated
SIT Investment Associates Inc named as in-care-of on The@robert William and Nina Gayle Sit Foundation ($18,368 in assets)
First seen by DFX
Sep 12, 2026
date not stated
SIT Investment Associates Inc: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 105725, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
SIT Investment Associates Inc reported $4,926,237,000 across 501 13(f) positions for the quarter ended 2026-03-31
SIT Investment Associates Inc opened a $12,195,000 position in Blackrock Muniyield Quality Fd (1,110,686 shares)
SIT Investment Associates Inc opened a $4,310,000 position in Pinnacle Finl Partners Inc (50,033 shares)
SIT Investment Associates Inc reduced Oracle Corp 77,696 -> 49,996 shares ($15,144,000 -> $7,355,000)
SIT Investment Associates Inc reduced Fifth Third Bancorp 162,585 -> 54,975 shares ($7,611,000 -> $2,554,000)
SIT Investment Associates Inc reduced Tenet Healthcare Corp 22,065 -> 13,820 shares ($4,385,000 -> $2,608,000)
SIT Investment Associates Inc opened a $4,155,000 position in Blackrock Muniassets Fd I Mua (391,622 shares)
SIT Investment Associates Inc reduced Nuveen Amt-Free Muni Credit in 281,236 -> 174,156 shares ($3,560,000 -> $2,147,000)
SIT Investment Associates Inc opened a $2,773,000 position in Blckrck Util Infra & Pwr Opp B (105,107 shares)
SIT Investment Associates Inc opened a $4,734,000 position in Bluerock Pvt Real Estate Fd B (285,000 shares)
SIT Investment Associates Inc reduced Abbvie Inc 66,296 -> 45,194 shares ($15,148,000 -> $9,829,000)
SIT Investment Associates Inc reduced Neuberger Next Gen Conn Fd Nb 1,018,961 -> 230,874 shares ($14,714,000 -> $2,971,000)
SIT Investment Associates Inc reduced DTE Energy Co 31,090 -> 2,280 shares ($4,010,000 -> $333,000)
SIT Investment Associates Inc reduced Conocophillips 144,911 -> 69,521 shares ($13,565,000 -> $9,177,000)
SIT Investment Associates Inc reduced Ebay Inc 60,510 -> 42,850 shares ($5,270,000 -> $3,900,000)
SIT Investment Associates Inc exited Blackrock Municipal Income Tru (was $3,490,000, 334,324 shares)
SIT Investment Associates Inc opened a $3,065,000 position in Hamilton Lane Inc (30,840 shares)
SIT Investment Associates Inc reduced Micron Technology Inc 29,940 -> 21,625 shares ($8,545,000 -> $7,306,000)
SIT Investment Associates Inc reduced Nexstar Media Group Inc 22,480 -> 16,375 shares ($4,565,000 -> $2,961,000)
SIT Investment Associates Inc reduced Cushing Nexgen Infrastructure 293,062 -> 19,902 shares ($14,800,000 -> $1,093,000)
SIT Investment Associates Inc opened a $53,708,000 position in Nuveen Real Asset Inc & Grw Jr (4,366,526 shares)
SIT Investment Associates Inc opened a $5,935,000 position in Virtus Divd, Int & Prem Strate (470,641 shares)
SIT Investment Associates Inc opened a $13,966,000 position in Western Asset Inv Grade Inc Fd (1,154,680 shares)
SIT Investment Associates Inc opened a $11,390,000 position in XAI Octagn Flt Rat & Alt Tr X (662,994 shares)
SIT Investment Associates Inc opened a $36,718,000 position in Brookfield Real Assets Inc Fd (2,855,236 shares)
SIT Investment Associates Inc reduced Clearbridge Energy Midstream O 777,688 -> 534,295 shares ($34,724,000 -> $28,221,000)
SIT Investment Associates Inc reduced Cornerstone Strategic Value Fd 4,640,226 -> 158,042 shares ($38,792,000 -> $1,151,000)
SIT Investment Associates Inc reduced Cornerstone Total Return Fd Cr 10,090,707 -> 5,751,900 shares ($80,827,000 -> $39,976,000)
SIT Investment Associates Inc opened a $19,685,000 position in Astrazeneca Plc (99,814 shares)
SIT Investment Associates Inc opened a $30,142,000 position in FS Specialty Lending Fund Fssl (2,409,441 shares)
SIT Investment Associates Inc increased MFS Multimarket Income Trust M 642,159 -> 815,330 shares ($2,986,000 -> $3,767,000)
SIT Investment Associates Inc reduced Quest Diagnostics Inc 18,615 -> 13,645 shares ($3,230,000 -> $2,674,000)
SIT Investment Associates Inc reduced Neuberger Real Estate Sec Inc 7,962,316 -> 4,975,986 shares ($24,205,000 -> $14,132,000)
SIT Investment Associates Inc exited Adobe Inc (was $9,581,000, 27,374 shares)
SIT Investment Associates Inc exited Astrazeneca Plc Adr (was $20,654,000, 224,675 shares)
SIT Investment Associates Inc reduced Public Storage 21,145 -> 2,391 shares ($5,487,000 -> $648,000)
SIT Investment Associates Inc reduced Nisource Inc 208,866 -> 107,735 shares ($8,722,000 -> $5,027,000)