Position in SUI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,436
-$1,232 QoQ
Shares Held
37
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#474
of 529 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $185,403 across 11 REIT - Residential names. SUI ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
1,597 | $47,989 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
256 | $35,568 | |
| 3 | AVB |
Avalonbay Communities Inc
|
160 | $30,190 | |
| 4 | INVH |
Invitation Homes Inc.
|
791 | $23,896 | |
| 5 | CPT |
Camden Property Trust
|
180 | $20,608 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
40 | $11,663 | |
| 7 | SUI |
Sun Communities Inc
This page
|
37 | $4,436 | |
| 8 | UDR |
UDR, Inc.
|
100 | $3,992 |
All Filings in SUI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,436 | 37 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,668 | 45 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,673 | 70 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,289 | 41 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,186 | 41 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,133 | 71 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,763 | 55 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $5,000 | 37 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,933 | 41 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,757 | 37 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,945 | 37 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $4,827 | 37 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $704 | 5 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $15,015 | 105 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $31,802 | 235 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $5,577 | 35 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,505 | 20 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,199 | 20 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $3,428 | 20 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,000 | 20 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||