Position in SUI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$424,481
-$70,919 QoQ
Shares Held
3,540
-10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 529 holders
Holding Since
Sep 2025
4 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, 2026Sequoia Financial Advisors, LLC holds $5,990,659 across 13 REIT - Residential names. SUI ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
32,029 | $967,596 | |
| 2 | MRP |
Millrose Properties, Inc.
|
21,279 | $639,433 | |
| 3 | AVB |
Avalonbay Communities Inc
|
3,186 | $601,166 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
4,177 | $580,352 | |
| 5 | SUI |
Sun Communities Inc
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|
3,540 | $424,481 | |
| 6 | UDR |
UDR, Inc.
|
10,057 | $401,475 | |
| 7 | AMH |
American Homes 4 Rent
|
11,337 | $380,016 | |
| 8 | VMRK |
Vivmark Residential
|
5,524 | $375,245 |
All Filings in SUI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,481 | 3,540 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $495,400 | 3,933 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $301,473 | 2,433 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $443,373 | 3,437 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||