Position in SUI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$636,242
-$59,561 QoQ
Shares Held
5,306
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#302
of 527 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $7,560,757 across 11 REIT - Residential names. SUI ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
20,255 | $2,814,229 | |
| 2 | AVB |
Avalonbay Communities Inc
|
3,853 | $727,022 | |
| 3 | AMH |
American Homes 4 Rent
|
19,885 | $666,545 | |
| 4 | SUI |
Sun Communities Inc
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|
5,306 | $636,242 | |
| 5 | INVH |
Invitation Homes Inc.
|
17,192 | $519,370 | |
| 6 | UDR |
UDR, Inc.
|
11,098 | $443,032 | |
| 7 | MRP |
Millrose Properties, Inc.
|
14,488 | $435,364 | |
| 8 | VMRK |
Vivmark Residential
|
6,144 | $417,361 |
All Filings in SUI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,242 | 5,306 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $695,803 | 5,524 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $692,161 | 5,586 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $692,085 | 5,365 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $689,639 | 5,361 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $637,353 | 5,183 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $672,506 | 4,976 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $595,683 | 4,950 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||