Summit Financial, LLC's ownership history for VNQ

Summit Financial, LLC currently holds 40.4K shares with a market value of $3.6M. It started holding VNQ on 2024-09-30. At its peak, it held 40.4K shares on 2025-12-31. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 10.2K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 2.1K. In the recent year, Summit Financial, LLC has increased its shares by 28.6K.