Position in SUI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$29,138
+$29,010 QoQ
Shares Held
243
+24200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#428
of 529 holders
Holding Since
Dec 2024
3 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, 2026Cape Investment Advisory, Inc. holds $112,787 across 6 REIT - Residential names. SUI ranks #3 (25.8% of the industry book) .
All Filings in SUI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,138 | 243 | Shares | Defined | 2026-07-23 | |
| 2025-03-31 | $128 | 1 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $122 | 1 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||