Position in SUI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$558,420
-$28,175 QoQ
Shares Held
4,657
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#310
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, 2026Balboa Wealth Partners holds $783,224 across 2 REIT - Residential names. SUI ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
4,657 | $558,420 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,618 | $224,804 |
All Filings in SUI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,420 | 4,657 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $586,595 | 4,657 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $663,414 | 5,354 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $792,963 | 6,147 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $204,534 | 1,617 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||