Position in SUI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,765,554
+$389,693 QoQ
Shares Held
14,724
+34.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 527 holders
Holding Since
Sep 2023
12 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, 2026Swiss Life Asset Management Ltd holds $22,441,993 across 12 REIT - Residential names. SUI ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
30,867 | $5,824,294 | |
| 2 | VMRK |
Vivmark Residential
|
50,558 | $3,434,403 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
9,294 | $2,710,037 | |
| 4 | INVH |
Invitation Homes Inc.
|
66,860 | $2,019,840 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
13,611 | $1,891,112 | |
| 6 | SUI |
Sun Communities Inc
This page
|
14,724 | $1,765,554 | |
| 7 | UDR |
UDR, Inc.
|
35,649 | $1,423,108 | |
| 8 | CPT |
Camden Property Trust
|
11,877 | $1,359,797 |
All Filings in SUI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,554 | 14,724 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,375,861 | 10,923 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,038,365 | 8,380 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,375,398 | 10,662 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,842,452 | 14,566 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $1,339,528 | 10,413 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $811,724 | 6,601 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $268,813 | 1,989 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $287,853 | 2,392 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $410,170 | 3,190 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $561,864 | 4,204 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $2,052,488 | 17,344 | Shares | Sole | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||