Position in SUI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$332,912
-$26,674 QoQ
Shares Held
2,643
-8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $712,781 across 20 REIT - Residential names. SUI ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
2,643 | $332,912 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
6,953 | $103,530 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
408 | $49,824 | |
| 4 | AMH |
American Homes 4 Rent
|
1,681 | $46,933 | |
| 5 | AVB |
Avalonbay Communities Inc
|
255 | $41,654 | |
| 6 | INVH |
Invitation Homes Inc.
|
1,094 | $27,185 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
781 | $19,525 | |
| 8 | MRP |
Millrose Properties, Inc.
|
557 | $15,596 |
All Filings in SUI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-08-14 | |
| 2023-03-31 | $906,844 | 6,437 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $939,224 | 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 | $1,220,018 | 6,960 | Shares | Sole | 2022-09-06 | |
| 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. | ||||||