Position in SUI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$44,557,715
-$4,934,487 QoQ
Shares Held
371,593
-5.4% QoQ
Ownership
0.302%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#39
of 532 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026GW&K Investment Management, LLC holds $71,155,901 across 9 REIT - Residential names. SUI ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
371,593 | $44,557,715 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
1,588,902 | $26,518,773 | |
| 3 | INVH |
Invitation Homes Inc.
|
615 | $18,579 | |
| 4 | 212 | $14,340 | |||
| 5 | ESS |
Essex Property Trust, Inc.
|
44 | $12,829 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
66 | $9,170 | |
| 7 | VMRK |
Vivmark Residential
|
134 | $9,102 | |
| 8 | UDR |
UDR, Inc.
|
225 | $8,982 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,557,715 | 371,593 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $49,492,202 | 392,920 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $49,318,533 | 398,019 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $53,574,474 | 415,306 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,532,494 | 431,121 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $54,971,602 | 427,329 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $52,266,676 | 425,036 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $57,480,240 | 425,307 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $49,940,978 | 414,999 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $52,176,734 | 405,792 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $55,093,335 | 412,221 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $50,420,768 | 426,067 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $57,667,363 | 442,031 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $63,017,595 | 447,314 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $63,225,305 | 442,135 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $61,254,282 | 452,629 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $62,651,905 | 393,147 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $76,429,945 | 436,020 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $85,985,654 | 409,514 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $72,029,628 | 389,139 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $67,387,794 | 393,161 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $58,288,288 | 388,485 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $52,048,648 | 342,538 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $42,406,007 | 301,586 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $37,397,070 | 275,627 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $39,019,120 | 312,528 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||