Position in SUI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$16,572,304
+$2,349,172 QoQ
Shares Held
131,568
+14.6% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,622,504,379 across 16 REIT - Residential names. SUI ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,441,599 | $725,535,195 | |
| 2 | AMH |
American Homes 4 Rent
|
18,937,398 | $528,732,151 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,668,036 | $403,664,712 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
6,435,365 | $401,695,481 | |
| 5 | INVH |
Invitation Homes Inc.
|
13,690,400 | $340,206,438 | |
| 6 | EQR |
Equity Residential
|
727,533 | $43,033,576 | |
| 7 | CPT |
Camden Property Trust
|
415,943 | $40,620,992 | |
| 8 | JAN |
Janus Living, Inc.
|
1,543,920 | $36,390,194 |
All Filings in SUI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,572,304 | 131,568 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $14,223,132 | 114,786 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $15,331,392 | 118,848 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $17,470,164 | 138,115 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,959,301 | 139,609 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $18,597,243 | 151,234 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $336,415,784 | 2,489,203 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $420,305,259 | 3,492,648 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $471,331,975 | 3,665,671 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $610,700,442 | 4,569,401 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $535,334,775 | 4,523,701 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $579,103,328 | 4,438,934 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $632,873,251 | 4,492,286 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $646,955,023 | 4,524,161 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $632,536,072 | 4,674,027 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $751,114,036 | 4,713,316 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $802,078,307 | 4,575,722 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $895,280,163 | 4,263,848 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $781,165,867 | 4,220,237 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $727,404,288 | 4,243,899 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $544,348,717 | 3,582,420 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $452,448,388 | 3,217,754 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $428,493,992 | 3,158,122 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $390,210,434 | 3,125,434 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||