Summit Financial, LLC

Position in HR — Healthcare Realty Trust Inc

CIK 1765536 PARSIPPANY, NJ

Position in HR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$180,722

+$1,917 QoQ

Shares Held

10,637

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Summit Financial, LLC holds $4,472,769 across 5 REIT - Healthcare Facilities names. HR ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHC	Diversified Healthcare Trust	225,883	$1,499,863
2	OHI	Omega Healthcare Investors Inc	33,835	$1,482,649
3	WELL	Welltower Inc.	6,344	$1,254,272
4	HR	Healthcare Realty Trust Inc This page	10,637	$180,722
5	MPT	Medical Properties Trust Inc	11,936	$55,263

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$180,722	10,637	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$178,805	10,549	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.