Position in DEI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,284,288
+$262,821 QoQ
Shares Held
108,838
+0.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#91
of 282 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Summit Financial, LLC holds $1,503,400 across 2 REIT - Office names. DEI ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEI |
Douglas Emmett Inc
This page
|
108,838 | $1,284,288 | |
| 2 | HIW |
Highwoods Properties, Inc.
|
7,265 | $219,112 |
All Filings in DEI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,284,288 | 108,838 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,021,467 | 108,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,204,339 | 109,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,710,956 | 109,888 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,650,925 | 109,769 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,751,712 | 109,482 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,031,503 | 109,456 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||