Position in SUI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$80,339
-$9,974 QoQ
Shares Held
670
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#415
of 529 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $938,203 across 15 REIT - Residential names. SUI ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
37,582 | $627,243 | |
| 2 | SUI |
Sun Communities Inc
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|
670 | $80,339 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
389 | $54,047 | |
| 4 | VMRK |
Vivmark Residential
|
795 | $54,004 | |
| 5 | AVB |
Avalonbay Communities Inc
|
229 | $43,210 | |
| 6 | MRP |
Millrose Properties, Inc.
|
1,063 | $31,943 | |
| 7 | INVH |
Invitation Homes Inc.
|
1,019 | $30,783 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
22 | $6,414 |
All Filings in SUI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,339 | 670 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $90,313 | 717 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,549 | 69 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,353 | 57 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,083 | 56 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,332 | 57 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,009 | 57 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,838 | 58 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,294 | 44 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,528 | 43 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $5,746 | 43 | Shares | Sole | 2024-02-16 | |
| 2021-09-30 | $125,868 | 680 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $116,380 | 679 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $101,877 | 679 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||