Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$222,912
New position
Shares Held
1,859
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#386
of 529 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Highland Investment Advisors LLC holds $223,031 across 2 REIT - Residential names. SUI ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
1,859 | $222,912 | |
| 2 | UDR |
UDR, Inc.
|
3 | $119 |
All Filings in SUI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,912 | 1,859 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||