Position in SUI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$209,842
-$51,310 QoQ
Shares Held
1,750
-10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#394
of 529 holders
Holding Since
Dec 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, 2026Alliance Wealth Advisors, LLC /UT holds $209,842 across 1 REIT - Residential name. SUI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
1,750 | $209,842 |
All Filings in SUI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,842 | 1,750 | Shares | Other | 2026-07-23 | |
| 2023-12-31 | $261,152 | 1,954 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $237,271 | 2,005 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $243,699 | 1,868 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $271,194 | 1,925 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $270,270 | 1,890 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||