Position in SUI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,106
-$10,738 QoQ
Shares Held
151
-34.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#442
of 529 holders
Holding Since
Dec 2023
11 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 Analysts, LLC holds $102,196 across 8 REIT - Residential names. SUI ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
128 | $24,152 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
67 | $19,536 | |
| 3 | SUI |
Sun Communities Inc
This page
|
151 | $18,106 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
295 | $15,664 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
75 | $10,420 | |
| 6 | CPT |
Camden Property Trust
|
57 | $6,525 | |
| 7 | VMRK |
Vivmark Residential
|
88 | $5,977 | |
| 8 | UMH |
Umh Properties, Inc.
|
120 | $1,816 |
All Filings in SUI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,106 | 151 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $28,844 | 229 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $16,851 | 136 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $17,673 | 137 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,052 | 119 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $14,922 | 116 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,264 | 116 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,407 | 114 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,839 | 115 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,915 | 116 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,503 | 116 | Shares | Defined | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||