Summit, NJCIK 20271424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Agree Rlty Corp | 301.8K | $21.74M | 7.0% | −17.1K | Reduced |
| 2 | Essex Ppty Tr Inc | 77.1K | $20.17M | 6.5% | +15.6K | Added |
| 3 | Equity Residential | 287.8K | $18.14M | 5.8% | +170.8K | Added |
| 4 | Meritage Homes Corp |
| 243.1K |
| $16.00M |
| 5.1% |
| −34.7K |
| Reduced |
| 5 | Four Corners Ppty Tr Inc | 673.3K | $15.53M | 5.0% | +14.9K | Added |
| 6 | Choice Hotels Intl Inc | 148.8K | $14.17M | 4.6% | +33.6K | Added |
| 7 | Phillips Edison & Co Inc | 371.5K | $13.21M | 4.2% | −202.2K | Reduced |
| 8 | Udr Inc | 353.1K | $12.95M | 4.2% | +65.7K | Added |
| 9 | American Tower Corp New | 64.3K | $11.29M | 3.6% | +29.4K | Added |
| 10 | Avalonbay Cmntys Inc | 58.4K | $10.58M | 3.4% | −34.6K | Reduced |
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