Position in SUI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,936,954
-$52,830 QoQ
Shares Held
24,493
+3.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#187
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $11,081,779 across 9 REIT - Residential names. SUI ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
24,493 | $2,936,954 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
7,078 | $2,063,873 | |
| 3 | CPT |
Camden Property Trust
|
14,503 | $1,660,448 | |
| 4 | INVH |
Invitation Homes Inc.
|
35,068 | $1,059,404 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,740 | $894,389 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
13,163 | $848,355 | |
| 7 | VMRK |
Vivmark Residential
|
9,830 | $667,751 | |
| 8 | MRP |
Millrose Properties, Inc.
|
19,512 | $586,335 |
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,936,954 | 24,493 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,989,784 | 23,736 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $2,565,307 | 20,703 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $3,212,616 | 24,904 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $6,662,606 | 52,673 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $6,788,845 | 52,774 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $5,667,685 | 46,090 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $6,442,734 | 47,671 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $6,510,392 | 54,100 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $4,439,223 | 34,525 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $6,245,731 | 46,732 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,914,803 | 33,081 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $4,211,638 | 32,283 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $4,056,779 | 28,796 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $3,909,620 | 27,340 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $3,723,468 | 27,514 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,298,575 | 26,974 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $4,624,675 | 26,383 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $5,376,491 | 25,606 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $4,484,046 | 24,225 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $4,720,697 | 27,542 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $3,948,301 | 26,315 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $3,778,691 | 24,868 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $2,565,569 | 18,246 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,570,185 | 18,943 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,489,257 | 19,938 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||