Position in SUI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$570,850
-$582,132 QoQ
Shares Held
4,532
-51.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.742775204059122.ToString("F0")%
Shared 0.ToString("F0")%
None 98.25722479594089.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CWM, LLC holds $29,972,280 across 20 REIT - Residential names. SUI ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
147,122 | $17,966,538 | |
| 2 | INVH |
Invitation Homes Inc.
|
114,743 | $2,851,363 | |
| 3 | AMH |
American Homes 4 Rent
|
92,217 | $2,574,698 | |
| 4 | MRP |
Millrose Properties, Inc.
|
46,988 | $1,315,664 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,836 | $789,960 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
40,945 | $609,671 | |
| 7 | SUI |
Sun Communities Inc
This page
|
4,532 | $570,850 | |
| 8 | EQR |
Equity Residential
|
9,211 | $544,830 |
All Filings in SUI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $570,850 | 4,532 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,152,982 | 9,305 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $352,944 | 2,736 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $310,659 | 2,456 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $313,109 | 2,434 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $200,810 | 1,633 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $223,808 | 1,656 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $209,391 | 1,740 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $213,828 | 1,663 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $212,503 | 1,590 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $117,393 | 992 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $142,201 | 1,090 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $153,700 | 1,091 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $152,867 | 1,069 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $87,558 | 647 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $111,711 | 701 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $80,282 | 458 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $66,560 | 317 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $42,678 | 249 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $37,359 | 249 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $37,835 | 249 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $35,011 | 249 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $33,784 | 249 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $31,087 | 249 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||