Position in SUI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$555,543
-$964,164 QoQ
Shares Held
4,633
-61.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#311
of 529 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Wealthfront Advisers LLC holds $34,566,585 across 8 REIT - Residential names. SUI ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
119,597 | $8,124,224 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
25,499 | $7,435,253 | |
| 3 | INVH |
Invitation Homes Inc.
|
228,816 | $6,912,531 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
43,211 | $6,003,736 | |
| 5 | AVB |
Avalonbay Communities Inc
|
24,281 | $4,581,581 | |
| 6 | SUI |
Sun Communities Inc
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|
4,633 | $555,543 | |
| 7 | CPT |
Camden Property Trust
|
4,350 | $498,031 | |
| 8 | UDR |
UDR, Inc.
|
11,415 | $455,686 |
All Filings in SUI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,543 | 4,633 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,519,707 | 12,065 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,362,050 | 27,133 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,589,812 | 27,828 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $870,630 | 6,883 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,285,370 | 9,992 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,040,695 | 8,463 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $1,201,213 | 8,888 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $852,488 | 7,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $826,255 | 6,426 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $797,355 | 5,966 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $579,155 | 4,894 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $533,450 | 4,089 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $508,717 | 3,611 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $486,915 | 3,405 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $422,304 | 2,650 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $451,855 | 2,152 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||