Wiser Advisor Group LLC

Position in SUI — Sun Communities Inc

CIK 2011550 PHOENIX, AZ

Position in SUI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$43,527

-$1,818 QoQ

Shares Held

363

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#423

of 529 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wiser Advisor Group LLC holds $202,170 across 5 REIT - Residential names. SUI ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	827	$55,852
2	UDR	UDR, Inc.	1,368	$54,610
3	SUI	Sun Communities Inc This page	363	$43,527
4	ELS	Equity Lifestyle Properties Inc	419	$27,004
5	INVH	Invitation Homes Inc.	701	$21,177

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,527	363	+0.8%	Shares	Sole	2026-08-17
2026-03-31	$45,345	360	+0.8%	Shares	Sole	2026-04-22
2025-12-31	$44,235	357	+0.3%	Shares	Sole	2026-02-09
2025-09-30	$45,924	356	+5.0%	Shares	Sole	2025-11-14
2025-03-31	$43,608	339	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$41,440	337	+0.9%	Shares	Sole	2025-02-05
2024-09-30	$45,140	334	+0.6%	Shares	Sole	2024-11-13
2024-06-30	$39,952	332	+1.2%	Shares	Sole	2024-08-14
2024-03-31	$42,174	328	+0.3%	Shares	Sole	2024-05-16
2023-12-31	$43,703	327	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.