Institutional Owners for SUI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BBVA USA | COM | 701 | $96,000 | 518 | 0.01 | 0.00 | 26 | 5.28 | 09-30-2021 |
| PLANTE MORAN FINANCIAL ADVISORS LLC | REIT | 702 | $68,012 | 509 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPIRE WEALTH MANAGEMENT | COM | 703 | $64,933 | 505 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALTA ADVISERS LTD | REIT | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 03-31-2024 |
