Position in SUI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,472
-$478 QoQ
Shares Held
79
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#457
of 529 holders
Holding Since
Mar 2022
18 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, 2026JFS WEALTH ADVISORS, LLC holds $26,778 across 4 REIT - Residential names. SUI ranks #2 (35.4% of the industry book) .
All Filings in SUI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,472 | 79 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,950 | 79 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,788 | 79 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,707 | 83 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,498 | 83 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,677 | 83 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,206 | 83 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,163 | 90 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,913 | 99 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $12,729 | 99 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,231 | 99 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,715 | 99 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $12,915 | 99 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $13,947 | 99 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $14,157 | 99 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,397 | 99 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $15,776 | 99 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,353 | 99 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||