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Cascade Investment Advisors, Inc.: SUI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Investment Advisors, Inc. on SUI, newest first. How the timeline and the estimate are built.

Cascade Investment Advisors, Inc. held 11,728 SUI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,728 shares
    Change vs previous 13F +1,030 shares

    0.77% of the 13F portfolio, value $1,406,304.

    13F-HR 0001941040-26-000420 filed by Cascade Investment Advisors, Inc.
    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 10,698 shares
    Change vs previous 13F -25 shares

    0.8% of the 13F portfolio, value $1,347,520.

    13F-HR 0001941040-26-000219 filed by Cascade Investment Advisors, Inc.
    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 10,723 shares
    Change vs previous 13F +180 shares

    0.78% of the 13F portfolio, value $1,328,687.

    13F-HR 0001941040-26-000020 filed by Cascade Investment Advisors, Inc.
    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 10,543 shares
    Change vs previous 13F +190 shares

    0.82% of the 13F portfolio, value $1,360,047.

    13F-HR 0001941040-25-000537 filed by Cascade Investment Advisors, Inc.
    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 10,353 shares
    Change vs previous 13F -120 shares

    0.84% of the 13F portfolio, value $1,309,551.

    13F-HR 0001941040-25-000361 filed by Cascade Investment Advisors, Inc.
    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 10,473 shares
    Change vs previous 13F +100 shares

    0.91% of the 13F portfolio, value $1,347,247.

    13F-HR 0001941040-25-000191 filed by Cascade Investment Advisors, Inc.
    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 10,373 shares
    Change vs previous 13F +85 shares

    0.82% of the 13F portfolio, value $1,275,568.

    13F-HR 0001941040-25-000028 filed by Cascade Investment Advisors, Inc.
    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 10,288 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,390,423.

    13F-HR 0001941040-24-000414 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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