Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$212,840
-$10,739 QoQ
Shares Held
1,775
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#392
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, 2026Cetera Trust Company, N.A holds $1,381,562 across 7 REIT - Residential names. SUI ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
3,380 | $228,314 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | SUI |
Sun Communities Inc
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|
1,775 | $212,840 | |
| 4 | UDR |
UDR, Inc.
|
5,205 | $207,783 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
695 | $202,655 | |
| 6 | AMH |
American Homes 4 Rent
|
5,095 | $170,784 | |
| 7 | INVH |
Invitation Homes Inc.
|
4,830 | $145,914 |
All Filings in SUI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,840 | 1,775 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $223,579 | 1,775 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $243,483 | 1,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $247,035 | 1,915 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $242,228 | 1,915 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $239,913 | 1,865 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $229,339 | 1,865 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $237,864 | 1,760 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $214,806 | 1,785 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $229,515 | 1,785 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $225,200 | 1,685 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||