Position in SUI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$22,194,529
+$1,955,194 QoQ
Shares Held
176,203
+7.9% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $180,218,187 across 16 REIT - Residential names. SUI ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
287,628 | $46,984,033 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
229,322 | $28,004,802 | |
| 3 | SUI |
Sun Communities Inc
This page
|
176,203 | $22,194,529 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
327,507 | $20,442,986 | |
| 5 | CPT |
Camden Property Trust
|
170,017 | $16,603,860 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
51,036 | $12,350,712 | |
| 7 | EQR |
Equity Residential
|
109,857 | $6,498,041 | |
| 8 | AMH |
American Homes 4 Rent
|
219,595 | $6,131,092 |
All Filings in SUI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,194,529 | 176,203 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,239,335 | 163,339 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,109,181 | 171,389 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $22,721,398 | 179,630 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $27,004,366 | 209,922 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $25,913,345 | 210,729 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,117,341 | 230,243 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,155,176 | 217,344 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $29,980,741 | 233,168 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,366,699 | 272,104 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $30,881,533 | 260,956 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,493,154 | 164,749 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $22,702,530 | 161,148 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,923,902 | 153,314 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $23,257,407 | 171,857 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $26,178,385 | 164,272 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $26,585,533 | 151,666 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $30,218,042 | 143,916 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $23,654,114 | 127,791 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $21,302,106 | 124,283 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $18,207,354 | 121,350 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $16,692,163 | 109,853 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $12,432,736 | 88,420 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $12,249,190 | 90,280 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $13,680,688 | 109,577 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||