Position in SUI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$60,794
-$3,067 QoQ
Shares Held
507
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#419
of 529 holders
Holding Since
Mar 2025
5 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, 2026Avalon Trust Co holds $938,728 across 3 REIT - Residential names. SUI ranks #3 (6.5% of the industry book) .
All Filings in SUI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,794 | 507 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $63,861 | 507 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $62,822 | 507 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $65,403 | 507 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $65,220 | 507 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||