Summit Financial, LLC

Position in FRT — Federal Realty Investment Trust

CIK 1765536 PARSIPPANY, NJ

Position in FRT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,457,209

+$272,862 QoQ

Shares Held

11,805

+5.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#247

of 614 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Summit Financial, LLC holds $8,336,008 across 4 REIT - Retail names. FRT ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	15,554	$3,478,652
2	O	Realty Income Corp	43,665	$2,705,483
3	FRT	Federal Realty Investment Trust This page	11,805	$1,457,209
4	MAC	Macerich Co	27,577	$694,664

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,457,209	11,805	+5.9%	Shares	Sole	2026-08-12
2026-03-31	$1,184,347	11,151	+5.8%	Shares	Sole	2026-05-15
2025-12-31	$1,062,532	10,541	+0.6%	Shares	Sole	2026-02-13
2025-09-30	$1,061,120	10,474	+5.7%	Shares	Sole	2025-11-14
2025-06-30	$941,635	9,913	-0.8%	Shares	Sole	2025-08-13
2025-03-31	$977,710	9,995	-0.6%	Shares	Sole	2025-05-14
2024-12-31	$1,126,105	10,059	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.