Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,710,085
-$68,844 QoQ
Shares Held
22,601
+2.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#193
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, 2026Advisors Asset Management, Inc. holds $8,286,768 across 6 REIT - Residential names. SUI ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
22,601 | $2,710,085 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
8,009 | $2,335,344 | |
| 3 | INVH |
Invitation Homes Inc.
|
76,359 | $2,306,805 | |
| 4 | AVB |
Avalonbay Communities Inc
|
13,041 | $880,993 | |
| 5 | MRP |
Millrose Properties, Inc.
|
1,098 | $32,994 | |
| 6 | AMH |
American Homes 4 Rent
|
613 | $20,547 |
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,710,085 | 22,601 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,778,929 | 22,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,410,421 | 19,453 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,441,067 | 18,923 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,376,241 | 18,786 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,659,246 | 20,672 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,827,088 | 14,858 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,848,446 | 13,677 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,342,513 | 11,156 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,427,623 | 11,103 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,681,851 | 12,584 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,445,049 | 12,211 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,273,289 | 9,760 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,361,323 | 9,663 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,218,217 | 8,519 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,111,735 | 8,215 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,217,191 | 7,638 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $963,393 | 5,496 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $668,124 | 3,182 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $460,713 | 2,489 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $194,710 | 1,136 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $90,924 | 606 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $669,643 | 4,407 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $919,448 | 6,539 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,282,990 | 9,456 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,477,599 | 11,835 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||