Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,899,995
+$3,698,254 QoQ
Shares Held
140,939
+34.5% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#79
of 532 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MACQUARIE GROUP LTD holds $164,669,442 across 16 REIT - Residential names. SUI ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
367,143 | $24,803,494 | |
| 2 | VMRK |
Vivmark Residential
|
362,110 | $24,598,131 | |
| 3 | INVH |
Invitation Homes Inc.
|
622,528 | $18,806,569 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
61,914 | $18,053,502 | |
| 5 | SUI |
Sun Communities Inc
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|
140,939 | $16,899,995 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
112,383 | $15,614,493 | |
| 7 | CPT |
Camden Property Trust
|
103,864 | $11,891,388 | |
| 8 | AMH |
American Homes 4 Rent
|
313,536 | $10,509,726 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,899,995 | 140,939 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,201,741 | 104,809 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,247,465 | 106,912 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,412,775 | 103,975 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,552,403 | 344,315 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $45,751,329 | 355,654 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $50,106,953 | 407,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $54,007,020 | 399,608 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,921,477 | 531,174 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $70,172,534 | 545,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $72,940,288 | 545,756 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $53,241,283 | 449,901 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,401,987 | 363,345 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $51,482,481 | 365,435 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $60,015,241 | 419,687 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $65,050,422 | 480,680 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $75,886,274 | 476,194 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $84,037,179 | 479,418 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $22,732,399 | 108,265 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $19,312,592 | 104,336 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $19,169,031 | 111,838 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $15,539,641 | 103,570 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $15,873,456 | 104,465 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $16,459,524 | 117,058 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $28,576,106 | 210,614 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $24,842,527 | 198,979 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||