Position in SUI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,684,135
-$178,057 QoQ
Shares Held
14,045
-5.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#222
of 532 holders
Holding Since
Jun 2022
14 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, 2026First National Advisers, LLC holds $3,177,049 across 3 REIT - Residential names. SUI ranks #1 (53.0% of the industry book) .
All Filings in SUI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,684,135 | 14,045 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,862,192 | 14,784 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,787,401 | 14,425 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,943,901 | 15,069 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,130,597 | 16,844 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,101,591 | 16,337 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,437,396 | 11,689 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,561,658 | 11,555 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,317,241 | 10,946 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,125,460 | 8,753 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,107,022 | 8,283 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $565,901 | 4,782 | Shares | Sole | 2023-11-09 | |
| 2022-09-30 | $763,396 | 5,641 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $641,264 | 4,024 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||