Summit, NJCIK 18509015 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sonida Senior Living Inc | 9.26M | $302.12M | 57.4% | 0 | Held |
| 2 | Rithm Capital Corp | 3.25M | $35.48M | 6.7% | −633.2K | Reduced |
| 3 | Centuri Holdings Inc | 1.40M | $35.35M | 6.7% | −1.22M | Reduced |
| 4 | Global Net Lease Inc |
| 3.80M |
| $32.71M |
| 6.2% |
| −1.38M |
| Reduced |
| 5 | Hudson Pac Pptys Inc | 2.61M | $28.23M | 5.4% | +2.61M | New |
| 6 | Walker & Dunlop Inc | 421.4K | $25.35M | 4.8% | +68.3K | Added |
| 7 | National Storage Affiliates | 775.0K | $21.86M | 4.2% | +775.0K | New |
| 8 | Americold Realty Trust Inc | 1.50M | $19.29M | 3.7% | +1.50M | New |
| 9 | Independence Rlty Tr Inc | 850.0K | $14.86M | 2.8% | +100.0K | Added |
| 10 | Avalonbay Cmntys Inc | 30.8K | $5.58M | 1.1% | +30.8K | New |
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