Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$997,171
-$86,462 QoQ
Shares Held
8,316
-3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#262
of 527 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $6,856,382 across 7 REIT - Residential names. SUI ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
27,354 | $3,800,564 | |
| 2 | SUI |
Sun Communities Inc
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|
8,316 | $997,171 | |
| 3 | CPT |
Camden Property Trust
|
6,062 | $694,038 | |
| 4 | AVB |
Avalonbay Communities Inc
|
2,966 | $559,654 | |
| 5 | INVH |
Invitation Homes Inc.
|
12,124 | $366,266 | |
| 6 | VMRK |
Vivmark Residential
|
3,443 | $233,882 | |
| 7 | AMH |
American Homes 4 Rent
|
6,110 | $204,807 |
All Filings in SUI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,171 | 8,316 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,083,633 | 8,603 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,075,662 | 8,681 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,190,283 | 9,227 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,180,784 | 9,335 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,185,803 | 9,218 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,116,075 | 9,076 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,390,963 | 10,292 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,317,963 | 10,952 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,557,103 | 12,110 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,754,423 | 13,127 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,815,690 | 15,343 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,079,793 | 15,942 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,399,045 | 17,029 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,520,089 | 17,623 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,324,157 | 17,174 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,667,048 | 16,736 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,898,595 | 16,536 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,441,408 | 16,390 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,316,436 | 17,917 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,070,973 | 17,917 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $493,781 | 3,291 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,556,980 | 29,990 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,114,071 | 15,035 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||