Position in SUI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$507,219
+$505,708 QoQ
Shares Held
4,230
+35150.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#321
of 529 holders
Holding Since
Mar 2020
20 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,902,312 across 11 REIT - Residential names. SUI ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,243 | $800,611 | |
| 2 | SUI |
Sun Communities Inc
This page
|
4,230 | $507,219 | |
| 3 | VMRK |
Vivmark Residential
|
3,383 | $229,807 | |
| 4 | CPT |
Camden Property Trust
|
1,229 | $140,708 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
2,144 | $138,180 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
283 | $39,320 | |
| 7 | UDR |
UDR, Inc.
|
417 | $16,646 | |
| 8 | INVH |
Invitation Homes Inc.
|
428 | $12,929 |
All Filings in SUI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,219 | 4,230 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,511 | 12 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $247 | 2 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $129 | 1 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $126 | 1 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $128 | 1 | Shares | Defined | 2025-04-29 | |
| 2023-06-30 | $3,913 | 30 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $36,065 | 256 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $36,608 | 256 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $31,396 | 232 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $31,393 | 197 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $31,727 | 181 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $16,167 | 77 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $13,512 | 73 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $8,398 | 49 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $7,351 | 49 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $5,470 | 36 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $843 | 6 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $814 | 6 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $749 | 6 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||