Position in SUI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$85,968,199
+$220,379 QoQ
Shares Held
682,504
-1.4% QoQ
Ownership
0.554%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 84.22089833905734.ToString("F0")%
Shared 0.ToString("F0")%
None 15.779101660942645.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Bank of New York Mellon Corp holds $1,022,852,767 across 20 REIT - Residential names. SUI ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
831,941 | $135,897,554 | |
| 2 | EQR |
Equity Residential
|
2,051,626 | $121,353,667 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
464,465 | $112,400,530 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
1,461,779 | $91,244,241 | |
| 5 | SUI |
Sun Communities Inc
This page
|
682,504 | $85,968,199 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
645,729 | $78,856,417 | |
| 7 | AMH |
American Homes 4 Rent
|
2,785,688 | $77,776,402 | |
| 8 | UDR |
UDR, Inc.
|
2,219,944 | $74,989,700 |
All Filings in SUI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,968,199 | 682,504 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $85,747,820 | 692,017 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $69,156,384 | 536,096 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $71,257,759 | 563,347 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $72,444,641 | 563,158 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $67,988,633 | 552,888 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $66,534,205 | 492,299 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $63,582,117 | 528,354 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $67,255,180 | 523,061 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $75,176,917 | 562,491 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $67,286,582 | 568,587 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $75,202,359 | 576,440 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $83,469,705 | 592,488 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $88,978,318 | 622,226 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $82,663,755 | 610,831 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $87,399,875 | 548,443 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $97,385,511 | 555,568 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $122,814,391 | 584,914 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $86,311,572 | 466,297 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $76,185,583 | 444,490 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $62,928,874 | 419,414 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $58,282,843 | 414,500 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $57,747,169 | 425,613 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $67,853,472 | 543,480 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||