Summit Financial, LLC

Position in SPG — Simon Property Group Inc.

CIK 1765536 PARSIPPANY, NJ

Position in SPG

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

Position Value

$3,478,652

+$568,038 QoQ

Shares Held

15,554

-0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#398

of 1,353 holders

Holding Since

Jun 2024

9 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. SPG ranks #1 (41.7% of the industry book) .

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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,478,652	15,554	-0.3%	Shares	Sole	2026-08-12
2026-03-31	$2,910,614	15,604	+324.5%	Shares	Sole	2026-05-15
2025-12-31	$680,464	3,676	-2.4%	Shares	Sole	2026-02-13
2025-09-30	$706,577	3,765	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$606,869	3,775	+1.8%	Shares	Sole	2025-08-13
2025-03-31	$615,658	3,707	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$636,488	3,696	+27.0%	Shares	Sole	2025-02-12
2024-09-30	$492,017	2,911	+10.4%	Shares	Sole	2024-11-12
2024-06-30	$400,144	2,636	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.