Position in SUI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,971,143
-$817,899 QoQ
Shares Held
23,588
-22.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 2%
Shared 73%
None 25%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $54,030,154 across 16 REIT - Residential names. SUI ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
97,305 | $9,502,804 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
71,973 | $8,789,341 | |
| 3 | AVB |
Avalonbay Communities Inc
|
46,052 | $7,522,593 | |
| 4 | MRP |
Millrose Properties, Inc.
|
235,244 | $6,586,832 | |
| 5 | UDR |
UDR, Inc.
|
142,652 | $4,818,783 | |
| 6 | INVH |
Invitation Homes Inc.
|
181,251 | $4,504,086 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
48,548 | $3,030,364 | |
| 8 | SUI |
Sun Communities Inc
This page
|
23,588 | $2,971,143 |
All Filings in SUI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,971,143 | 23,588 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,789,042 | 30,579 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,913,602 | 30,338 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,370,958 | 26,650 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,676,145 | 28,577 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $3,365,197 | 27,366 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,236,411 | 31,346 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,411,733 | 20,041 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,867,172 | 30,076 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $493,970 | 3,696 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $389,423 | 2,985 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $474,906 | 3,371 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $295,295 | 2,065 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||