Position in SUI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$119
-$3,722 QoQ
Shares Held
1
-96.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 527 holders
Holding Since
Jun 2022
6 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, 2026Activest Wealth Management holds $63,770 across 12 REIT - Residential names. SUI ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
300 | $41,682 | |
| 2 | INVH |
Invitation Homes Inc.
|
312 | $9,425 | |
| 3 | AMH |
American Homes 4 Rent
|
252 | $8,447 | |
| 4 | AVB |
Avalonbay Communities Inc
|
10 | $1,886 | |
| 5 | UDR |
UDR, Inc.
|
43 | $1,716 | |
| 6 | VMRK |
Vivmark Residential
|
4 | $271 | |
| 7 | SUI |
Sun Communities Inc
This page
|
1 | $119 | |
| 8 | CPT |
Camden Property Trust
|
1 | $114 |
All Filings in SUI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119 | 1 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $3,841 | 31 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $129 | 1 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2022-06-30 | $1,593 | 10 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||