Position in SUI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,595
-$332 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#463
of 529 holders
Holding Since
Mar 2024
10 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, 2026Gen-Wealth Partners Inc holds $498,199 across 4 REIT - Residential names. SUI ranks #4 (1.3% of the industry book) .
All Filings in SUI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,595 | 55 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,927 | 55 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,815 | 55 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,095 | 55 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,956 | 55 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,075 | 55 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,763 | 55 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,433 | 55 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,618 | 55 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,071 | 55 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||