Position in SUI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$28,623,779
-$4,151,778 QoQ
Shares Held
227,245
-14.1% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026WHITTIER TRUST CO holds $31,098,659 across 11 REIT - Residential names. SUI ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
227,245 | $28,623,779 | |
| 2 | INVH |
Invitation Homes Inc.
|
35,143 | $873,303 | |
| 3 | AMH |
American Homes 4 Rent
|
25,154 | $702,299 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
1,232 | $298,144 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
3,839 | $239,630 | |
| 6 | AVB |
Avalonbay Communities Inc
|
832 | $135,907 | |
| 7 | MRP |
Millrose Properties, Inc.
|
2,510 | $70,280 | |
| 8 | MAA |
Mid America Apartment Communities Inc.
|
420 | $51,290 |
All Filings in SUI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,623,779 | 227,245 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $32,775,557 | 264,511 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $31,365,963 | 243,147 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $33,045,638 | 261,251 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $31,557,449 | 245,316 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,578,612 | 216,139 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $28,574,898 | 211,431 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $24,763,925 | 205,783 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $25,545,760 | 198,676 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $25,331,486 | 189,536 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $21,572,316 | 182,291 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $23,130,557 | 177,300 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $24,231,219 | 171,999 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $15,085,499 | 105,493 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,902,916 | 28,840 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,404,390 | 27,638 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,799,264 | 27,379 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,436,332 | 25,891 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,505,333 | 24,340 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,023,443 | 23,474 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,352,042 | 22,341 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,144,604 | 20,695 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,799,825 | 19,912 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,570,863 | 18,948 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,384,759 | 19,101 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||