Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,192,383
-$44,291 QoQ
Shares Held
9,944
+1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $16,713,891 across 19 REIT - Residential names. SUI ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
290,898 | $4,855,086 | |
| 2 | CPT |
Camden Property Trust
|
16,650 | $1,906,257 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
24,442 | $1,575,285 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
10,627 | $1,476,513 | |
| 5 | SUI |
Sun Communities Inc
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|
9,944 | $1,192,383 | |
| 6 | VMRK |
Vivmark Residential
|
16,367 | $1,111,809 | |
| 7 | MRP |
Millrose Properties, Inc.
|
36,871 | $1,107,972 | |
| 8 | UDR |
UDR, Inc.
|
24,558 | $980,354 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,383 | 9,944 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,236,674 | 9,818 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,059,181 | 8,548 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,221,759 | 9,471 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,032,536 | 8,163 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $560,740 | 4,359 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $743,475 | 6,046 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $804,411 | 5,952 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $714,336 | 5,936 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $594,936 | 4,627 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,880,185 | 14,068 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,487,383 | 21,019 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,088,137 | 16,006 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $2,126,436 | 15,094 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,169,453 | 15,171 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,979,736 | 14,629 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,239,642 | 14,054 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,165,703 | 12,355 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,557,640 | 12,181 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,058,308 | 11,120 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,901,167 | 11,092 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,705,952 | 11,370 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,515,376 | 16,554 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,479,215 | 10,520 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,572,391 | 11,589 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,555,674 | 20,470 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||