Position in SUI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$119
-$6 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 529 holders
Holding Since
Jun 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, 2026TFC Financial Management, Inc. holds $7,087 across 8 REIT - Residential names. SUI ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
8 | $2,332 | |
| 2 | CPT |
Camden Property Trust
|
17 | $1,946 | |
| 3 | UDR |
UDR, Inc.
|
27 | $1,077 | |
| 4 | AVB |
Avalonbay Communities Inc
|
4 | $754 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
5 | $694 | |
| 6 | VMRK |
Vivmark Residential
|
2 | $135 | |
| 7 | SUI |
Sun Communities Inc
This page
|
1 | $119 | |
| 8 | MRP |
Millrose Properties, Inc.
|
1 | $30 |
All Filings in SUI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119 | 1 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $125 | 1 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $123 | 1 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $129 | 1 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $126 | 1 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||