Position in SUI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,116,481
+$30,832 QoQ
Shares Held
9,311
+8.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#253
of 529 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $5,402,713 across 8 REIT - Residential names. SUI ranks #1 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
9,311 | $1,116,481 | |
| 2 | BHM |
Bluerock Homes Trust, Inc.
|
121,770 | $1,095,930 | |
| 3 | VMRK |
Vivmark Residential
|
14,474 | $983,218 | |
| 4 | AVB |
Avalonbay Communities Inc
|
3,316 | $625,695 | |
| 5 | CPT |
Camden Property Trust
|
4,255 | $487,154 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
27,050 | $451,463 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
3,103 | $431,130 | |
| 8 | MRP |
Millrose Properties, Inc.
|
7,043 | $211,642 |
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,481 | 9,311 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,085,649 | 8,619 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $952,000 | 7,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $949,182 | 7,358 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $941,211 | 7,441 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $916,045 | 7,121 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $719,005 | 5,847 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $698,590 | 5,169 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $649,595 | 5,398 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $674,144 | 5,243 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $714,893 | 5,349 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $344,487 | 2,911 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $335,543 | 2,572 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $374,036 | 2,655 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $391,963 | 2,741 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $370,262 | 2,736 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $406,368 | 2,550 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $426,480 | 2,433 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $452,485 | 2,155 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $346,877 | 1,874 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $340,229 | 1,985 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $297,829 | 1,985 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $290,528 | 1,912 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $258,300 | 1,837 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $215,595 | 1,589 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $196,763 | 1,576 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||