Position in SUI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$721,138
-$65,230 QoQ
Shares Held
6,014
-3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 527 holders
Holding Since
Dec 2023
4 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, 2026NewEdge Wealth, LLC holds $4,633,023 across 8 REIT - Residential names. SUI ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
7,623 | $1,438,383 | |
| 2 | SUI |
Sun Communities Inc
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|
6,014 | $721,138 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
4,950 | $687,753 | |
| 4 | VMRK |
Vivmark Residential
|
9,398 | $638,406 | |
| 5 | CPT |
Camden Property Trust
|
3,110 | $356,063 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
17,825 | $297,499 | |
| 7 | MRP |
Millrose Properties, Inc.
|
8,730 | $262,336 | |
| 8 | UMH |
Umh Properties, Inc.
|
15,287 | $231,445 |
All Filings in SUI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,138 | 6,014 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $786,368 | 6,243 | Shares | Sole | 2026-05-13 | |
| 2024-09-30 | $204,211 | 1,511 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $298,306 | 2,232 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||