Position in SUI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,079
+$72 QoQ
Shares Held
9
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#499
of 529 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Whipplewood Advisors, LLC holds $3,253 across 3 REIT - Residential names. SUI ranks #2 (33.2% of the industry book) .
All Filings in SUI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079 | 9 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,007 | 8 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $1,011 | 8 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,029 | 43 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $983 | 8 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||