Position in SUI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,199
-$312 QoQ
Shares Held
10
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#497
of 529 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $75,913 across 8 REIT - Residential names. SUI ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
157 | $45,779 | |
| 2 | VMRK |
Vivmark Residential
|
171 | $11,616 | |
| 3 | AVB |
Avalonbay Communities Inc
|
31 | $5,849 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
39 | $5,418 | |
| 5 | CPT |
Camden Property Trust
|
19 | $2,175 | |
| 6 | UDR |
UDR, Inc.
|
51 | $2,035 | |
| 7 | INVH |
Invitation Homes Inc.
|
61 | $1,842 | |
| 8 | SUI |
Sun Communities Inc
This page
|
10 | $1,199 |
All Filings in SUI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199 | 10 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,511 | 12 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,486 | 12 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,548 | 12 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,312 | 42 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,490 | 66 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,116 | 66 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $8,919 | 66 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,942 | 66 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,486 | 66 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,820 | 66 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||