Summit Financial, LLC

Position in LINE — Lineage, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in LINE

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

Position Value

$411,629

-$25,906 QoQ

Shares Held

12,565

+0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 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 $5,458,798 across 4 REIT - Industrial names. LINE ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	20,753	$2,743,131
2	IIPR	Innovative Industrial Properties Inc	25,769	$1,292,573
3	PSA	Public Storage	3,734	$1,011,465
4	LINE	Lineage, Inc. This page	12,565	$411,629

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$411,629	12,565	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$437,535	12,501	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$483,811	12,521	-50.0%	Shares	Sole	2025-11-14
2025-06-30	$1,089,784	25,041	+100.1%	Shares	Sole	2025-08-13
2025-03-31	$733,578	12,512	+0.0%	Shares	Sole	2025-05-14
2024-12-31	$732,710	12,510	0.0%	Shares	Sole	2025-02-12
2024-09-30	$980,533	12,510	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.