Position in SUI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,502,065
+$37,914 QoQ
Shares Held
27,803
-0.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10.955652267740891.ToString("F0")%
Shared 0.ToString("F0")%
None 89.04434773225911.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $56,813,236 across 17 REIT - Residential names. SUI ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
33,189 | $8,031,738 | |
| 2 | AVB |
Avalonbay Communities Inc
|
45,515 | $7,434,875 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
50,990 | $6,226,898 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
95,788 | $5,979,086 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
331,520 | $4,936,332 | |
| 6 | UDR |
UDR, Inc.
|
142,619 | $4,817,669 | |
| 7 | EQR |
Equity Residential
|
67,203 | $3,975,057 | |
| 8 | SUI |
Sun Communities Inc
This page
|
27,803 | $3,502,065 |
All Filings in SUI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,502,065 | 27,803 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,464,151 | 27,957 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,627,351 | 28,119 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,828,978 | 30,271 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,909,579 | 22,618 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,143,113 | 25,560 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,823,959 | 20,895 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,295,966 | 19,079 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,384,644 | 18,546 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,355,046 | 17,621 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,885,866 | 15,936 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,763,297 | 13,516 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,083,615 | 14,790 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,945,086 | 13,602 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,928,993 | 14,254 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,271,676 | 14,255 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,243,712 | 12,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,423,683 | 11,543 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,138,460 | 11,553 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,829,523 | 10,674 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,357,111 | 9,045 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,055,292 | 6,945 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $945,180 | 6,722 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $838,909 | 6,183 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,193,566 | 9,560 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||