Position in SUI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,338,828
+$46,447 QoQ
Shares Held
10,629
+1.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $36,699,640 across 18 REIT - Residential names. SUI ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
87,049 | $10,630,423 | |
| 2 | AVB |
Avalonbay Communities Inc
|
40,354 | $6,591,825 | |
| 3 | EQR |
Equity Residential
|
61,177 | $3,618,619 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
239,550 | $3,566,899 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
10,005 | $2,421,210 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
30,740 | $1,918,790 | |
| 7 | AMH |
American Homes 4 Rent
|
59,134 | $1,651,021 | |
| 8 | SUI |
Sun Communities Inc
This page
|
10,629 | $1,338,828 |
All Filings in SUI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,338,828 | 10,629 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,292,381 | 10,430 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,364,820 | 10,580 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $599,056 | 4,736 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $750,743 | 5,836 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $771,144 | 6,271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $884,421 | 6,544 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $927,701 | 7,709 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,271,527 | 9,889 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $535,802 | 4,009 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $520,222 | 4,396 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $565,805 | 4,337 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $675,801 | 4,797 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $641,069 | 4,483 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $472,843 | 3,494 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $563,496 | 3,536 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $605,276 | 3,453 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $711,588 | 3,389 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $623,601 | 3,369 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $550,365 | 3,211 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $219,808 | 1,465 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $475,755 | 3,131 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||