Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,543,698
+$2,513,095 QoQ
Shares Held
29,553
+261.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 527 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $31,495,871 across 18 REIT - Residential names. SUI ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
436,303 | $13,180,711 | |
| 2 | AVB |
Avalonbay Communities Inc
|
20,175 | $3,806,819 | |
| 3 | SUI |
Sun Communities Inc
This page
|
29,553 | $3,543,698 | |
| 4 | CPT |
Camden Property Trust
|
30,327 | $3,472,136 | |
| 5 | MRP |
Millrose Properties, Inc.
|
85,748 | $2,576,727 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
9,110 | $1,265,741 | |
| 7 | VMRK |
Vivmark Residential
|
16,790 | $1,140,543 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
3,096 | $902,760 |
All Filings in SUI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,543,698 | 29,553 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,030,603 | 8,182 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $859,935 | 6,940 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $877,200 | 6,800 | Shares | Defined | 2025-11-14 | |
| 2024-06-30 | $1,397,026 | 11,609 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,291,199 | 10,042 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $804,546 | 6,167 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $877,681 | 6,230 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $1,402,401 | 9,807 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $1,401,071 | 10,353 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $556,325 | 3,491 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $662,245 | 3,778 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $659,725 | 3,142 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $582,879 | 3,149 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $305,777 | 1,784 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $123,032 | 820 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $107,123 | 705 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $89,568 | 637 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $81,408 | 600 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $12,110 | 97 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||