Position in SUI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$314,284
-$18,628 QoQ
Shares Held
2,621
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 532 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $937,195 across 20 REIT - Residential names. SUI ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
2,621 | $314,284 | |
| 2 | AMH |
American Homes 4 Rent
|
5,608 | $187,980 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
6,911 | $115,344 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,745 | $52,716 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
763 | $49,175 | |
| 6 | MRP |
Millrose Properties, Inc.
|
1,387 | $41,679 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
284 | $39,458 | |
| 8 | AVB |
Avalonbay Communities Inc
|
525 | $35,473 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,284 | 2,621 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $332,912 | 2,643 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $359,586 | 2,902 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $362,877 | 2,813 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $374,030 | 2,957 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $380,002 | 2,954 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $376,657 | 3,063 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $440,724 | 3,261 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $404,462 | 3,361 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $416,470 | 3,239 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $781,184 | 5,845 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $739,269 | 6,247 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $829,725 | 6,360 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $906,844 | 6,437 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $277 | 6,568 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $951,911 | 7,034 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,109,145 | 6,960 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,250,518 | 7,134 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,497,925 | 7,134 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,319,763 | 7,130 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,221,739 | 7,128 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,069,035 | 7,125 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,155,579 | 7,605 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,085,931 | 7,723 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,051,248 | 7,748 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,065,095 | 8,531 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||