Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,115
New position
Shares Held
493
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 529 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $108,877 across 7 REIT - Residential names. SUI ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
493 | $59,115 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
153 | $21,257 | |
| 3 | INVH |
Invitation Homes Inc.
|
650 | $19,636 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
84 | $5,413 | |
| 5 | CPT |
Camden Property Trust
|
19 | $2,175 | |
| 6 | BHM |
Bluerock Homes Trust, Inc.
|
129 | $1,161 | |
| 7 | MRP |
Millrose Properties, Inc.
|
4 | $120 |
All Filings in SUI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,115 | 493 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||