Position in SUI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,581,936
-$855,231 QoQ
Shares Held
88,249
-2.8% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#108
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $10,960,771 across 10 REIT - Residential names. SUI ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
88,249 | $10,581,936 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
540 | $157,458 | |
| 3 | INVH |
Invitation Homes Inc.
|
4,236 | $127,969 | |
| 4 | AVB |
Avalonbay Communities Inc
|
237 | $44,719 | |
| 5 | AMH |
American Homes 4 Rent
|
674 | $22,592 | |
| 6 | CPT |
Camden Property Trust
|
87 | $9,960 | |
| 7 | VMRK |
Vivmark Residential
|
115 | $7,811 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
87 | $5,607 |
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,581,936 | 88,249 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,437,167 | 90,800 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,681,522 | 110,415 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,047,963 | 101,147 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,326,509 | 113,262 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,159,018 | 110,067 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,652,514 | 94,759 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,063,623 | 89,261 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,458,628 | 86,909 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,913,870 | 84,880 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,030,668 | 82,534 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $9,538,085 | 80,599 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,454,802 | 80,138 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $11,047,245 | 78,416 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,754,176 | 47,232 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,797,316 | 13,281 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,970,485 | 12,365 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,998,305 | 11,400 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,027,679 | 9,657 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,614,812 | 8,724 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,434,446 | 8,369 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,230,777 | 8,203 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,134,002 | 7,463 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $921,838 | 6,556 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $856,276 | 6,311 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $510,011 | 4,085 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||