WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SUI — Sun Communities Inc
CIK 1632972
PLYMOUTH, MN
Position in SUI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,519,436
+$7,018,368 QoQ
Shares Held
62,709
+1476.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4
of 84 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,897,174 across 15 REIT - Residential names. SUI ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
140,661 | $19,543,439 | |
| 2 | SUI |
Sun Communities Inc
This page
|
62,709 | $7,519,436 | |
| 3 | AMH |
American Homes 4 Rent
|
171,746 | $5,756,925 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
15,297 | $4,460,452 | |
| 5 | INVH |
Invitation Homes Inc.
|
118,326 | $3,574,628 | |
| 6 | MRP |
Millrose Properties, Inc.
|
107,150 | $3,219,857 | |
| 7 | AVB |
Avalonbay Communities Inc
|
9,589 | $1,809,348 | |
| 8 | CPT |
Camden Property Trust
|
13,206 | $1,511,954 |
All Filings in SUI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,519,436 | 62,709 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $501,068 | 3,978 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,756,177 | 78,736 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,682,418 | 13,042 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,651,706 | 13,058 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,693,159 | 13,162 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,595,904 | 12,978 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,744,786 | 12,910 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,557,680 | 12,944 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,504,128 | 11,698 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||