Summit Trail Advisors, LLC
Position in FSP — Franklin Street Properties Corp /Ma/
CIK 1698478
NEW YORK, NY
Position in FSP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$132,865
-$58,380 QoQ
Shares Held
201,311
0.0% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Summit Trail Advisors, LLC holds $11,060,704 across 9 REIT - Office names. FSP ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNO |
Vornado Realty Trust
|
71,304 | $1,853,190 | |
| 2 | CUZ |
Cousins Properties Inc
|
80,029 | $1,806,254 | |
| 3 | HIW |
Highwoods Properties, Inc.
|
62,588 | $1,340,009 | |
| 4 | DEI |
Douglas Emmett Inc
|
141,957 | $1,337,234 | |
| 5 | SLG |
Sl Green Realty Corp
|
35,706 | $1,318,979 | |
| 6 | ARE |
Alexandria Real Estate Equities, Inc.
|
27,780 | $1,289,547 | |
| 7 | KRC |
Kilroy Realty Corp
|
40,243 | $1,135,255 | |
| 8 | BXP |
BXP, Inc.
|
16,327 | $847,371 |
All Filings in FSP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,865 | 201,311 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $191,245 | 201,311 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $323,566 | 202,229 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $331,655 | 202,229 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,608 | 127,870 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $116,556 | 63,692 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $180,984 | 102,251 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||