Position in FRMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$92,928
New position
Shares Held
10,145
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 294 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Summit Financial, LLC holds $5,521,662 across 8 REIT - Specialty names. FRMI ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
9,491 | $1,704,393 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,737 | $938,401 | |
| 3 | WY |
Weyerhaeuser Co
|
35,270 | $844,363 | |
| 4 | IRM |
Iron Mountain Inc
|
5,976 | $754,828 | |
| 5 | EQIX |
Equinix Inc
|
649 | $676,511 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,717 | $267,817 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
5,444 | $242,421 | |
| 8 | FRMI |
Fermi Inc.
This page
|
10,145 | $92,928 |
All Filings in FRMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,928 | 10,145 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||