Position in SUI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$364,766
-$808,302 QoQ
Shares Held
3,042
-66.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 527 holders
Holding Since
Mar 2020
22 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 Jun 30, 2026Janney Montgomery Scott LLC holds $35,658,342 across 9 REIT - Residential names. SUI ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
215,026 | $13,858,425 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
32,301 | $9,418,648 | |
| 3 | AVB |
Avalonbay Communities Inc
|
28,491 | $5,375,966 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
22,628 | $3,143,934 | |
| 5 | MRP |
Millrose Properties, Inc.
|
77,658 | $2,333,622 | |
| 6 | UDR |
UDR, Inc.
|
14,953 | $596,923 | |
| 7 | SUI |
Sun Communities Inc
This page
|
3,042 | $364,766 | |
| 8 | VMRK |
Vivmark Residential
|
4,679 | $317,844 |
All Filings in SUI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,766 | 3,042 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $1,173,068 | 9,119 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,878,120 | 15,273 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,133,342 | 15,785 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,898,243 | 15,774 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,856,052 | 14,435 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,817,239 | 13,597 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,695,930 | 14,331 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,443,278 | 11,063 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,598,424 | 11,346 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,643,356 | 11,492 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,843,059 | 13,619 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,172,236 | 13,631 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,527,506 | 14,419 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,159,838 | 15,049 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,705,236 | 14,615 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,689,094 | 15,689 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,256,001 | 15,036 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,281,681 | 15,016 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,131,366 | 15,158 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,138,723 | 15,763 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,106,094 | 16,869 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||