Position in SUI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,193,554
+$589,553 QoQ
Shares Held
104,744
+3.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
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, 2026AVIVA PLC holds $94,689,463 across 7 REIT - Residential names. SUI ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
122,816 | $20,061,993 | |
| 2 | EQR |
Equity Residential
|
296,870 | $17,559,860 | |
| 3 | SUI |
Sun Communities Inc
This page
|
104,744 | $13,193,554 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
52,845 | $12,788,490 | |
| 5 | INVH |
Invitation Homes Inc.
|
479,297 | $11,910,530 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
96,118 | $11,737,930 | |
| 7 | UDR |
UDR, Inc.
|
220,163 | $7,437,106 |
All Filings in SUI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,193,554 | 104,744 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,604,001 | 101,719 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $12,414,831 | 96,239 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,042,480 | 95,205 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $624,161 | 4,852 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $564,309 | 4,589 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $633,718 | 4,689 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $565,357 | 4,698 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $977,979 | 7,606 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,089,988 | 23,120 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,991,763 | 59,082 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,455,160 | 49,480 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $4,017,192 | 28,515 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,842,972 | 96,804 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,749,573 | 94,211 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,065,097 | 94,535 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $17,518,131 | 99,938 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $23,462,256 | 111,741 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $22,076,506 | 119,268 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,341,922 | 118,681 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $17,603,292 | 117,324 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $16,741,089 | 110,175 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $12,609,481 | 89,677 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,671,734 | 86,024 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,520,359 | 84,264 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||