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DIVERSIFY WEALTH MANAGEMENT, LLC

Position in SUI — Sun Communities Inc

CIK 2030780 SANDY, UT

Position in SUI

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$258,645
New position
Shares Held
2,157
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 529 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 1% Shared 0% None 99%

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $5,912,281 across 3 REIT - Residential names. SUI ranks #2 (4.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SUI
Sun Communities Inc
This page
2,157 $258,645

All Filings in SUI

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $258,645 2,157