Institutional Owners for SUI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RED TORTOISE LLC | REIT | Liquidated | $0 | 0 | 0.00 | 47 | +Inf | 12-31-2023 | |
| JONES FINANCIAL COMPANIES LLLP | COM | 802 | $6,282 | 47 | 0.00 | 47 | +Inf | 12-31-2023 | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EVERSOURCE WEALTH ADVISORS LLC | REIT | 804 | $5,881 | 44 | 0.00 | 0.00 | -9 | -16.98 | 12-31-2023 |
