Provenance Wealth Advisors, LLC
Position in SUI — Sun Communities Inc
CIK 2081584
FORT LAUDERDALE, FL
Position in SUI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,079
-$54 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#496
of 527 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $10,876 across 6 REIT - Residential names. SUI ranks #2 (9.9% of the industry book) .
All Filings in SUI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079 | 9 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,133 | 9 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,115 | 9 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,161 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,138 | 9 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,157 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,106 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,216 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $1,083 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,157 | 9 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,202 | 9 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,183 | 10 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||