Position in SUI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,438
+$1,436 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#496
of 529 holders
Holding Since
Jun 2022
16 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, 2026Capital Advisors, Ltd. LLC holds $63,380 across 7 REIT - Residential names. SUI ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
158 | $46,071 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
57 | $7,919 | |
| 3 | MRP |
Millrose Properties, Inc.
|
200 | $6,010 | |
| 4 | SUI |
Sun Communities Inc
This page
|
12 | $1,438 | |
| 5 | AVB |
Avalonbay Communities Inc
|
11 | $754 | |
| 6 | CPT |
Camden Property Trust
|
6 | $686 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
18 | $502 |
All Filings in SUI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438 | 12 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2 | 12 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1 | 12 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2 | 12 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2 | 12 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,519 | 74 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $12,419 | 101 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,946 | 44 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $240 | 2 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $12,086 | 94 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $12,964 | 97 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $19,052 | 161 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $14,741 | 113 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $16,159 | 113 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,435 | 18 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,434 | 9 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||