Position in SUI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,072,827
+$1,104,977 QoQ
Shares Held
230,810
+2.3% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CANADA LIFE ASSURANCE Co holds $336,965,693 across 17 REIT - Residential names. SUI ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
361,556 | $59,060,172 | |
| 2 | EQR |
Equity Residential
|
802,075 | $47,442,736 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
150,774 | $36,487,308 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,245,599 | $30,953,135 | |
| 5 | SUI |
Sun Communities Inc
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|
230,810 | $29,072,827 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
236,900 | $28,930,228 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
422,505 | $26,372,762 | |
| 8 | UDR |
UDR, Inc.
|
622,354 | $21,023,118 |
All Filings in SUI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,072,827 | 230,810 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,967,850 | 225,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,167,158 | 226,102 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $31,195,849 | 246,627 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $25,415,404 | 197,570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,756,590 | 176,926 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,413,140 | 165,839 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,533,303 | 187,247 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,741,687 | 176,868 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $22,742,418 | 170,164 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,475,359 | 156,121 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,559,998 | 149,931 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,884,473 | 148,243 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,334,744 | 135,208 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,984,726 | 125,506 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $19,193,318 | 120,440 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,266,708 | 121,323 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $25,351,567 | 120,739 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $21,783,308 | 117,684 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,466,121 | 107,737 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $18,460,771 | 123,039 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $25,068,406 | 164,978 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $21,844,044 | 155,352 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $20,637,470 | 152,104 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $14,010,667 | 112,220 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||