Position in SUI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$123,688
+$27,909 QoQ
Shares Held
982
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 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, 2026EverSource Wealth Advisors, LLC holds $3,774,787 across 20 REIT - Residential names. SUI ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
95,057 | $2,653,986 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,643 | $200,638 | |
| 3 | INVH |
Invitation Homes Inc.
|
5,975 | $148,475 | |
| 4 | AVB |
Avalonbay Communities Inc
|
819 | $133,779 | |
| 5 | MRP |
Millrose Properties, Inc.
|
4,468 | $125,104 | |
| 6 | SUI |
Sun Communities Inc
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|
982 | $123,688 | |
| 7 | EQR |
Equity Residential
|
1,822 | $107,763 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
265 | $64,130 |
All Filings in SUI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,688 | 982 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $95,779 | 773 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $88,107 | 683 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $77,789 | 615 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $55,442 | 431 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $198,472 | 1,614 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,621 | 86 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,625 | 80 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,642 | 75 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,880 | 44 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,270 | 53 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,087 | 39 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,493 | 39 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,295 | 65 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,277 | 39 | Shares | Sole | 2022-11-07 | |
| 2021-12-31 | $10,918 | 52 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||