Position in SUI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,978,009
-$2,594,052 QoQ
Shares Held
158,606
-12.9% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.75941641552022.ToString("F0")%
Shared 6.9789289181998155.ToString("F0")%
None 0.2616546662799642.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Derivatives in SUI
reported options exposure · as of Sep 30, 2025CallValue
$2,902,500
CallShares
22,500
PutValue
$2,902,500
PutShares
22,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026ROYAL BANK OF CANADA holds $233,163,152 across 21 REIT - Residential names. SUI ranks #7 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
1,496,755 | $37,194,359 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
560,685 | $34,997,954 | |
| 3 | EQR |
Equity Residential
|
466,485 | $27,592,585 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
112,166 | $27,144,172 | |
| 5 | AVB |
Avalonbay Communities Inc
|
164,407 | $26,855,880 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
180,122 | $21,996,496 | |
| 7 | SUI |
Sun Communities Inc
This page
|
158,606 | $19,978,009 | |
| 8 | CPT |
Camden Property Trust
|
153,641 | $15,004,576 |
All Filings in SUI
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,978,009 | 158,606 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,572,061 | 182,165 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $33,605,661 | 260,509 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,902,500 | 22,500 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $2,902,500 | 22,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $31,727,231 | 250,828 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $14,566,034 | 113,231 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $34,906,016 | 283,858 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $40,552,836 | 300,058 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $35,808,848 | 297,564 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $37,066,526 | 288,276 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $40,455,318 | 302,696 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $23,482,305 | 175,700 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $42,391,159 | 358,215 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $47,353,585 | 362,974 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $52,250,698 | 370,888 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $61,239,607 | 428,249 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $59,127,838 | 436,916 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $69,233,790 | 434,449 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $73,218,629 | 417,700 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $86,648,105 | 412,669 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $72,585,296 | 392,141 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $63,956,878 | 373,144 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $58,278,084 | 388,417 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $31,358,360 | 209,000 | Put | Defined | 2021-07-20 | |
| 2020-12-31 | $57,020,754 | 375,260 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $44,266,275 | 314,816 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $39,361,309 | 290,104 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $40,739,926 | 326,311 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||