Position in SUI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,023,910
+$737,766 QoQ
Shares Held
8,539
+298.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#261
of 529 holders
Holding Since
Jun 2023
4 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, 2026Portside Wealth Group, LLC holds $1,023,910 across 1 REIT - Residential name. SUI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
8,539 | $1,023,910 |
All Filings in SUI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,910 | 8,539 | Shares | Other | 2026-07-14 | |
| 2023-12-31 | $286,144 | 2,141 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $264,963 | 2,239 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $274,618 | 2,105 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||