Position in SUI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$424,359
-$60,624 QoQ
Shares Held
3,369
-13.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $26,948,189 across 5 REIT - Residential names. SUI ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
1,771,311 | $25,560,017 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
4,060 | $495,807 | |
| 3 | SUI |
Sun Communities Inc
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|
3,369 | $424,359 | |
| 4 | AVB |
Avalonbay Communities Inc
|
1,635 | $267,077 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
3,219 | $200,929 |
All Filings in SUI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $424,359 | 3,369 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $484,983 | 3,914 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $427,764 | 3,316 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $238,433 | 1,885 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $238,627 | 1,855 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||