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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

SUI holding history

Sun Communities Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUI overviewAll 13F holders of SUIFull Q2 2026 holdings

Shares (Q2 2026)
142
Value
$17.0K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of SUI by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026142$17.0K<0.1%+142NewHolders
Q1 20260$00.0%−36−100.0%Sold outHolders
Q4 202536$4.46K<0.1%00.0%UnchangedHolders
Q3 202536$4.64K<0.1%+36NewHolders
Q2 20250$00.0%−3−100.0%Sold outHolders
Q1 20253$386<0.1%+2+200.0%AddedHolders
Q4 20241$158<0.1%−578−99.8%ReducedHolders
Q3 2024579$78.3K<0.1%+9+1.6%AddedHolders
Q2 2024570$68.6K<0.1%+15+2.7%AddedHolders
Q1 2024555$65.4K<0.1%+75+15.6%AddedHolders
Q4 2023480$64.2K<0.1%−13−2.6%ReducedHolders
Q3 2023493$58.3K<0.1%−230−31.8%ReducedHolders
Q2 2023723$94.3K<0.1%+240+49.7%AddedHolders
Q1 2023483$68.0K<0.1%+425+732.8%AddedHolders
Q4 202258$8.29K<0.1%00.0%UnchangedHolders
Q3 202258$8.00K<0.1%+58NewHolders
Q4 20210$00.0%−115−100.0%Sold outHolders
Q3 2021115$21.0K<0.1%+112+3,733.3%AddedHolders
Q2 20213$1.00K<0.1%−56−94.9%ReducedHolders
Q1 202159$9.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.