Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$529,522
-$26,717 QoQ
Shares Held
4,416
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#319
of 532 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026One Capital Management, LLC holds $802,574 across 2 REIT - Residential names. SUI ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
4,416 | $529,522 | |
| 2 | UDR |
UDR, Inc.
|
6,840 | $273,052 |
All Filings in SUI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,522 | 4,416 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $556,239 | 4,416 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $704,800 | 5,688 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $733,752 | 5,688 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $719,475 | 5,688 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $705,976 | 5,488 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $674,859 | 5,488 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $741,703 | 5,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $705,072 | 5,859 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||