Position in SUI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$798,960
+$108,322 QoQ
Shares Held
6,663
+21.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#283
of 529 holders
Holding Since
Mar 2024
10 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, 2026GeoWealth Management, LLC holds $7,821,192 across 9 REIT - Residential names. SUI ranks #6 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
5,146 | $1,500,522 | |
| 2 | VMRK |
Vivmark Residential
|
21,211 | $1,440,863 | |
| 3 | AVB |
Avalonbay Communities Inc
|
7,566 | $1,427,628 | |
| 4 | UDR |
UDR, Inc.
|
22,707 | $906,463 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
13,377 | $862,147 | |
| 6 | SUI |
Sun Communities Inc
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|
6,663 | $798,960 | |
| 7 | INVH |
Invitation Homes Inc.
|
15,698 | $474,236 | |
| 8 | MAA |
Mid America Apartment Communities Inc.
|
2,788 | $387,364 |
All Filings in SUI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,960 | 6,663 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $690,638 | 5,483 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $756,346 | 6,104 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $691,182 | 5,358 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $965,624 | 7,634 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $860,730 | 6,691 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $759,831 | 6,179 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $389,907 | 2,885 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $356,086 | 2,959 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $341,122 | 2,653 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||