JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in SUI — Sun Communities Inc
CIK 2122180
AMMON, ID
Position in SUI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$488,392
New position
Shares Held
4,073
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#326
of 529 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $488,392 across 1 REIT - Residential name. SUI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
4,073 | $488,392 |
All Filings in SUI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,392 | 4,073 | Shares | Other | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||