Steward Partners Investment Advisory, LLC
Position in SUI — Sun Communities Inc
CIK 1723397
STAMFORD, CT
Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,569,311
-$67,031 QoQ
Shares Held
21,427
+2.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#197
of 527 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $15,604,896 across 17 REIT - Residential names. SUI ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
42,289 | $5,875,633 | |
| 2 | SUI |
Sun Communities Inc
This page
|
21,427 | $2,569,311 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
114,434 | $1,909,903 | |
| 4 | AVB |
Avalonbay Communities Inc
|
8,135 | $1,534,993 | |
| 5 | CPT |
Camden Property Trust
|
7,799 | $892,907 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
22,983 | $641,685 | |
| 7 | INVH |
Invitation Homes Inc.
|
20,740 | $626,555 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
1,977 | $576,473 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,569,311 | 21,427 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,636,342 | 20,930 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,560,228 | 20,662 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,968,548 | 23,012 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,922,171 | 23,102 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,957,304 | 22,989 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,835,934 | 23,062 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,165,348 | 23,421 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,823,898 | 23,466 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,037,959 | 23,627 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,137,968 | 23,479 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,781,818 | 23,507 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,035,282 | 23,266 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,281,376 | 23,292 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,346,057 | 23,399 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,168,345 | 23,412 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,729,024 | 23,400 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,148,442 | 29,371 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,214,149 | 34,358 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,901,200 | 85,906 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,686,751 | 85,687 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,368,113 | 89,097 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,008,574 | 92,192 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,953,836 | 92,126 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $12,507,118 | 92,181 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $11,506,675 | 92,164 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||