Position in SUI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,797,288
-$304,844 QoQ
Shares Held
48,347
-0.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#138
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026TD Asset Management Inc holds $68,412,494 across 9 REIT - Residential names. SUI ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
105,395 | $19,886,982 | |
| 2 | VMRK |
Vivmark Residential
|
239,476 | $16,267,604 | |
| 3 | INVH |
Invitation Homes Inc.
|
243,043 | $7,342,329 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
21,865 | $6,375,615 | |
| 5 | SUI |
Sun Communities Inc
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|
48,347 | $5,797,288 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
39,979 | $5,554,682 | |
| 7 | UDR |
UDR, Inc.
|
78,567 | $3,136,394 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
34,200 | $2,204,190 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,797,288 | 48,347 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,102,132 | 48,445 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,928,257 | 63,984 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,172,150 | 63,350 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,616,528 | 76,026 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,904,250 | 76,992 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,359,984 | 76,116 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,033,671 | 74,241 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $8,903,595 | 73,987 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,794,967 | 76,178 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,572,753 | 86,590 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,790,004 | 91,178 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $11,942,308 | 91,540 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,949,971 | 91,922 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,114,530 | 91,710 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,748,627 | 94,204 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $17,980,588 | 112,830 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $20,152,214 | 114,965 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $24,395,364 | 116,185 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $21,635,228 | 116,884 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $20,686,608 | 120,692 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $17,136,218 | 114,211 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $17,318,805 | 113,977 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,777,848 | 112,210 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $14,148,439 | 104,278 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $21,483,938 | 172,078 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||