Position in SUI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$51,882,898
+$16,344,292 QoQ
Shares Held
432,682
+53.4% QoQ
Ownership
0.351%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#37
of 532 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, 2026FIRST TRUST ADVISORS LP holds $460,206,217 across 13 REIT - Residential names. SUI ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
823,453 | $55,937,162 | |
| 2 | AVB |
Avalonbay Communities Inc
|
818,653 | $55,306,752 | |
| 3 | INVH |
Invitation Homes Inc.
|
1,800,395 | $54,389,932 | |
| 4 | SUI |
Sun Communities Inc
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|
432,682 | $51,882,898 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
308,616 | $42,879,106 | |
| 6 | AMH |
American Homes 4 Rent
|
1,182,182 | $39,626,740 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
606,874 | $39,113,029 | |
| 8 | CPT |
Camden Property Trust
|
322,406 | $36,912,262 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,882,898 | 432,682 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $35,538,606 | 282,142 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,061,310 | 307,169 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,472,452 | 305,988 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,194,475 | 17,349 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,642,570 | 28,316 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,440,339 | 19,845 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,466,622 | 18,251 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,656,359 | 13,764 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,852,804 | 22,187 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,006,055 | 22,492 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,840,897 | 15,556 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,161,934 | 31,902 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,085,627 | 36,099 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,157,725 | 29,075 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,208,931 | 90,216 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,945,131 | 81,232 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,948,614 | 96,689 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,078,924 | 90,865 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,592,706 | 35,617 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,374,575 | 13,854 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $1,733,862 | 11,556 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,671,601 | 11,001 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,642,184 | 11,679 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,039,736 | 29,774 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $10,779,424 | 86,339 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||