Measured Wealth Private Client Group, LLC
Position in SUI — Sun Communities Inc
CIK 1720235
PORTSMOUTH, NH
Position in SUI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,190
-$665 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 532 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $45,840 across 2 REIT - Residential names. SUI ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
235 | $32,650 | |
| 2 | SUI |
Sun Communities Inc
This page
|
110 | $13,190 |
All Filings in SUI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,190 | 110 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,855 | 110 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,630 | 110 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,190 | 110 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||