Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,336,340
-$857,214 QoQ
Shares Held
102,880
-1.8% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#91
of 529 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, 2026AVIVA PLC holds $99,746,089 across 6 REIT - Residential names. SUI ranks #6 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
347,296 | $23,462,664 | |
| 2 | VMRK |
Vivmark Residential
|
298,663 | $20,288,177 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
53,370 | $15,562,158 | |
| 4 | INVH |
Invitation Homes Inc.
|
483,421 | $14,604,148 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
97,111 | $13,492,602 | |
| 6 | SUI |
Sun Communities Inc
This page
|
102,880 | $12,336,340 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,336,340 | 102,880 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||