Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,441,367
-$123,178 QoQ
Shares Held
20,360
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#200
of 527 holders
Holding Since
Dec 2024
7 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, 2026New Age Alpha Advisors, LLC holds $29,267,188 across 13 REIT - Residential names. SUI ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
61,701 | $4,191,348 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
60,929 | $3,926,874 | |
| 3 | INVH |
Invitation Homes Inc.
|
124,810 | $3,770,510 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
11,848 | $3,454,758 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
21,246 | $2,951,919 | |
| 6 | AMH |
American Homes 4 Rent
|
83,418 | $2,796,171 | |
| 7 | SUI |
Sun Communities Inc
This page
|
20,360 | $2,441,367 | |
| 8 | CPT |
Camden Property Trust
|
19,935 | $2,282,358 |
All Filings in SUI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,441,367 | 20,360 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,564,545 | 20,360 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,483,404 | 20,042 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,094,065 | 23,985 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,224,483 | 25,492 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $119,635 | 930 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,296,095 | 18,672 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||