Global Retirement Partners, LLC
PensionPosition in SUI — Sun Communities Inc
CIK 1749744
San Rafael, CA
Position in SUI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$134,179
+$19,687 QoQ
Shares Held
1,119
+21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#403
of 529 holders
Holding Since
Sep 2022
14 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, 2026Global Retirement Partners, LLC holds $1,669,745 across 18 REIT - Residential names. SUI ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,556 | $293,601 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
779 | $227,148 | |
| 3 | UDR |
UDR, Inc.
|
4,689 | $187,184 | |
| 4 | CPT |
Camden Property Trust
|
1,446 | $165,552 | |
| 5 | SUI |
Sun Communities Inc
This page
|
1,119 | $134,179 | |
| 6 | VMRK |
Vivmark Residential
|
1,815 | $123,292 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
762 | $105,872 | |
| 8 | MRP |
Millrose Properties, Inc.
|
3,433 | $103,161 |
All Filings in SUI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,179 | 1,119 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $114,492 | 924 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,186 | 234 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $42,121 | 333 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $40,580 | 330 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $38,788 | 287 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,249 | 27 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,471 | 27 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,608 | 27 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,485 | 21 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,435 | 11 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,394 | 17 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $429 | 3 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $405 | 3 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||