Wealth Enhancement Trust Services, Inc.
Position in SUI — Sun Communities Inc
CIK 2067696
SIOUX FALLS, SD
Position in SUI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,036
-$539 QoQ
Shares Held
42
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#469
of 529 holders
Holding Since
Dec 2025
2 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, 2026Wealth Enhancement Trust Services, Inc. holds $354,428 across 7 REIT - Residential names. SUI ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSR |
Centerspace
|
3,857 | $216,724 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
830 | $115,320 | |
| 3 | MRP |
Millrose Properties, Inc.
|
435 | $13,071 | |
| 4 | SUI |
Sun Communities Inc
This page
|
42 | $5,036 | |
| 5 | AMH |
American Homes 4 Rent
|
87 | $2,916 | |
| 6 | AVB |
Avalonbay Communities Inc
|
14 | $943 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
15 | $418 |
All Filings in SUI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,036 | 42 | Shares | Defined | 2026-07-22 | |
| 2025-12-31 | $5,575 | 45 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||