Position in SUI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,691
+$3,611 QoQ
Shares Held
69
+68.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Cornerstone Planning Group LLC holds $64,538 across 15 REIT - Residential names. SUI ranks #1 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
69 | $8,691 | |
| 2 | NXRT |
NexPoint Residential Trust, Inc.
|
332 | $8,300 | |
| 3 | UMH |
Umh Properties, Inc.
|
533 | $7,691 | |
| 4 | AVB |
Avalonbay Communities Inc
|
46 | $7,514 | |
| 5 | EQR |
Equity Residential
|
122 | $7,216 | |
| 6 | INVH |
Invitation Homes Inc.
|
224 | $5,566 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
22 | $5,324 | |
| 8 | CPT |
Camden Property Trust
|
44 | $4,297 |
All Filings in SUI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,691 | 69 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,080 | 41 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $50,439 | 391 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,644 | 13 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,157 | 9 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $737 | 6 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $405 | 3 | Shares | Sole | 2024-11-05 | |
| 2023-06-30 | $1,435 | 11 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,573 | 11 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||