Cassaday & Co Wealth Management LLC

Position in SUI — Sun Communities Inc

CIK 1963612 MCLEAN, VA

Position in SUI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$119

-$6 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#523

of 529 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $47,274 across 4 REIT - Residential names. SUI ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	159	$46,362
2	MAA	Mid America Apartment Communities Inc.	3	$416
3	AVB	Avalonbay Communities Inc	6	$377
4	SUI	Sun Communities Inc This page	1	$119

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119	1	0.0%	Shares	Sole	2026-08-10
2026-03-31	$125	1	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.