Position in SUI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$910,942
-$105,120 QoQ
Shares Held
7,232
-11.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 50.95409292035398.ToString("F0")%
Shared 0.ToString("F0")%
None 49.045907079646014.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $27,405,161 across 10 REIT - Residential names. SUI ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
573,628 | $16,015,693 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
30,092 | $3,674,835 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
9,654 | $2,336,268 | |
| 4 | CPT |
Camden Property Trust
|
13,547 | $1,323,000 | |
| 5 | UDR |
UDR, Inc.
|
37,978 | $1,282,896 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
15,304 | $955,275 | |
| 7 | SUI |
Sun Communities Inc
This page
|
7,232 | $910,942 | |
| 8 | INVH |
Invitation Homes Inc.
|
20,589 | $511,636 |
All Filings in SUI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $910,942 | 7,232 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,016,062 | 8,200 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $207,064 | 1,637 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||