Position in SUI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$37,518,695
+$12,947,344 QoQ
Shares Held
297,862
+50.2% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.29937353539557.ToString("F0")%
Shared 0.ToString("F0")%
None 5.700626464604414.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Derivatives in SUI
reported options exposure · as of Sep 30, 2024CallValue
$4,351,830
CallShares
32,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026UBS Group AG holds $821,324,876 across 22 REIT - Residential names. SUI ranks #9 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
5,032,699 | $140,512,955 | |
| 2 | INVH |
Invitation Homes Inc.
|
4,501,208 | $111,855,017 | |
| 3 | AVB |
Avalonbay Communities Inc
|
598,886 | $97,828,026 | |
| 4 | EQR |
Equity Residential
|
1,598,436 | $94,547,487 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
690,447 | $84,317,385 | |
| 6 | UDR |
UDR, Inc.
|
2,031,804 | $68,634,337 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
953,668 | $59,527,956 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
182,801 | $44,237,842 |
All Filings in SUI
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,518,695 | 297,862 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $24,571,351 | 198,300 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $46,674,780 | 361,820 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,304,235 | 310,730 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $44,224,243 | 343,783 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $53,880,657 | 438,161 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $50,123,755 | 370,875 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $4,351,830 | 32,200 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $15,903,890 | 132,158 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $6,799,210 | 56,500 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $44,206,060 | 343,802 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,071,803 | 187,593 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $28,282,903 | 238,997 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $40,334,969 | 309,175 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $26,432,467 | 187,624 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,874,991 | 187,937 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $14,631,337 | 108,116 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,881,545 | 80,833 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $21,382,399 | 121,983 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,992,994 | 76,168 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $35,385,566 | 191,170 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $1,665,900 | 9,000 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $25,885,513 | 151,024 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,130,332 | 160,826 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $24,844,735 | 163,506 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $25,366,324 | 180,402 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $17,357,812 | 127,932 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $22,592,105 | 180,954 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||