Plante Moran Financial Advisors, LLC
Position in SUI — Sun Communities Inc
CIK 1424717
SOUTHFIELD, MI
Position in SUI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$61,034
-$3,079 QoQ
Shares Held
509
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#418
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $80,989 across 8 REIT - Residential names. SUI ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
509 | $61,034 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
50 | $14,579 | |
| 3 | 50 | $3,396 | |||
| 4 | MRP |
Millrose Properties, Inc.
|
27 | $811 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
4 | $555 | |
| 6 | UDR |
UDR, Inc.
|
7 | $279 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
8 | $223 | |
| 8 | CSR |
Centerspace
|
2 | $112 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,034 | 509 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $64,113 | 509 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $63,070 | 509 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $65,661 | 509 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $64,383 | 509 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $65,477 | 509 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $62,591 | 509 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $68,791 | 509 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $61,253 | 509 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $65,447 | 509 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $68,027 | 509 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $60,235 | 509 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $66,404 | 509 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $71,707 | 509 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $72,787 | 509 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $68,882 | 509 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $83,185 | 522 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $215,431 | 1,229 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $106,874 | 509 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,665 | 9 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,285 | 25 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,751 | 25 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,798 | 25 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,265 | 9 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,221 | 9 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,123 | 9 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||