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Disclosery

Capital Square, LLC: SUI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Square, LLC on SUI, newest first. How the timeline and the estimate are built.

Capital Square, LLC held 7,762 SUI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,762 shares
    Change vs previous 13F -653 shares

    0.41% of the 13F portfolio, value $922,830.

    13F-HR 0001798736-26-000003 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,415 shares
    Change vs previous 13F -223 shares

    0.5% of the 13F portfolio, value $1,092,531.

    13F-HR 0001798736-26-000002 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,638 shares
    Change vs previous 13F -4,690 shares

    0.55% of the 13F portfolio, value $1,070,398.

    13F-HR 0001798736-26-000001 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,328 shares
    Change vs previous 13F -128 shares

    0.88% of the 13F portfolio, value $1,719,399.

    13F-HR 0001798736-25-000007 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,456 shares
    Change vs previous 13F +260 shares

    0.9% of the 13F portfolio, value $1,690,172.

    13F-HR 0001798736-25-000003 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,196 shares
    Change vs previous 13F +115 shares

    1% of the 13F portfolio, value $1,697,504.

    13F-HR 0001798736-25-000002 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,081 shares
    Change vs previous 13F -2,031 shares

    0.95% of the 13F portfolio, value $1,666,356.

    13F-HR 0001798736-25-000001 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,112 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,042,519.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).