Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,824
-$6,885 QoQ
Shares Held
1,950
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#386
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, 2026World Investment Advisors holds $528,932 across 2 REIT - Residential names. SUI ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
2,124 | $295,108 | |
| 2 | SUI |
Sun Communities Inc
This page
|
1,950 | $233,824 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,824 | 1,950 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $240,709 | 1,911 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $237,783 | 1,919 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $246,519 | 1,911 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $214,779 | 1,698 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $251,491 | 1,955 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $241,020 | 1,960 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $263,812 | 1,952 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $235,986 | 1,961 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $330,707 | 2,572 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $399,346 | 2,988 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $362,830 | 3,066 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $399,990 | 3,066 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $431,938 | 3,066 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $522,808 | 3,656 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $445,506 | 3,292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $524,613 | 3,292 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $577,054 | 3,292 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $694,790 | 3,309 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $612,495 | 3,309 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $567,162 | 3,309 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $496,482 | 3,309 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $518,301 | 3,411 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $580,156 | 4,126 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $559,815 | 4,126 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $515,131 | 4,126 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||