Vestmark Advisory Solutions, Inc.

Position in SUI — Sun Communities Inc

CIK 1736982 Wakefield, MA

Position in SUI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,138,453

+$535,620 QoQ

Shares Held

34,513

+20.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#160

of 529 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Vestmark Advisory Solutions, Inc. holds $9,589,546 across 5 REIT - Residential names. SUI ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUI	Sun Communities Inc This page	34,513	$4,138,453
2	CPT	Camden Property Trust	23,087	$2,643,230
3	AVB	Avalonbay Communities Inc	24,556	$1,658,962
4	MAA	Mid America Apartment Communities Inc.	6,609	$918,254
5	ESS	Essex Property Trust, Inc.	791	$230,647

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,138,453	34,513	+20.7%	Shares	Sole	2026-08-14
2026-03-31	$3,602,833	28,603	+51.0%	Shares	Sole	2026-05-15
2025-12-31	$2,346,607	18,938	+127.2%	Shares	Sole	2026-02-06
2025-09-30	$1,075,344	8,336	-48.9%	Shares	Sole	2025-11-10
2025-06-30	$2,063,177	16,311	+207.6%	Shares	Sole	2025-08-06
2025-03-31	$682,049	5,302	+46.5%	Shares	Sole	2025-05-13
2024-12-31	$444,905	3,618	-2.7%	Shares	Sole	2025-02-06
2024-09-30	$502,487	3,718	+33.5%	Shares	Sole	2024-11-14
2024-06-30	$335,146	2,785	+33.4%	Shares	Sole	2024-08-12
2024-03-31	$268,475	2,088	-45.3%	Shares	Sole	2024-05-15
2023-12-31	$510,007	3,816	+114.0%	Shares	Sole	2024-02-06
2023-06-30	$232,610	1,783	+22.7%	Shares	Sole	2023-08-07
2023-03-31	$204,698	1,453	-0.2%	Shares	Sole	2023-05-09
2022-12-31	$208,208	1,456	-0.3%	Shares	Sole	2023-01-20
2022-06-30	$232,824	1,461	-2.2%	Shares	Sole	2022-08-04
2022-03-31	$261,883	1,494	+1.8%	Shares	Sole	2022-04-27
2021-12-31	$308,235	1,468	+6.5%	Shares	Sole	2022-01-31
2021-09-30	$255,067	1,378	+6.8%	Shares	Sole	2021-11-15
2021-06-30	$221,106	1,290	-5.0%	Shares	Sole	2021-08-09
2020-12-31	$206,348	1,358	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.