Position in SUI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,753
-$292 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#461
of 532 holders
Holding Since
Mar 2020
22 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, 2026TRUST CO OF VERMONT holds $341,267 across 6 REIT - Residential names. SUI ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
550 | $160,374 | |
| 2 | CPT |
Camden Property Trust
|
1,100 | $125,939 | |
| 3 | AVB |
Avalonbay Communities Inc
|
609 | $41,134 | |
| 4 | SUI |
Sun Communities Inc
This page
|
73 | $8,753 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
293 | $4,890 | |
| 6 | ELME |
Elme Communities
|
120 | $177 |
All Filings in SUI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,753 | 73 | Shares | Defined | 2026-08-07 | |
| 2025-12-31 | $9,045 | 73 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $9,417 | 73 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $9,233 | 73 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $9,390 | 73 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $8,976 | 73 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $9,865 | 73 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $8,784 | 73 | Shares | Defined | 2024-07-09 | |
| 2024-03-31 | $9,386 | 73 | Shares | Defined | 2024-05-03 | |
| 2023-09-30 | $8,638 | 73 | Shares | Defined | 2023-11-27 | |
| 2023-06-30 | $9,523 | 73 | Shares | Defined | 2023-07-17 | |
| 2023-03-31 | $10,284 | 73 | Shares | Defined | 2023-04-07 | |
| 2022-12-31 | $10,439 | 73 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,788 | 161 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $25,656 | 161 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $15,327 | 73 | Shares | Defined | 2022-01-21 | |
| 2021-06-30 | $12,512 | 73 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $10,952 | 73 | Shares | Defined | 2021-04-16 | |
| 2020-12-31 | $11,092 | 73 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $10,264 | 73 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $9,904 | 73 | Shares | Defined | 2020-07-17 | |
| 2020-03-31 | $9,114 | 73 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||