Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$537,196
-$3,423 QoQ
Shares Held
4,480
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 527 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cresset Asset Management, LLC holds $19,077,345 across 7 REIT - Residential names. SUI ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
37,336 | $10,886,804 | |
| 2 | AVB |
Avalonbay Communities Inc
|
27,516 | $5,191,994 | |
| 3 | CPT |
Camden Property Trust
|
7,906 | $905,157 | |
| 4 | VMRK |
Vivmark Residential
|
9,372 | $636,639 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
3,967 | $551,174 | |
| 6 | SUI |
Sun Communities Inc
This page
|
4,480 | $537,196 | |
| 7 | UDR |
UDR, Inc.
|
9,228 | $368,381 |
All Filings in SUI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,196 | 4,480 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $540,619 | 4,363 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $561,150 | 4,350 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $532,649 | 4,211 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $552,508 | 4,295 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $470,975 | 3,830 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $455,319 | 3,369 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $385,929 | 3,207 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $494,774 | 3,848 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $485,283 | 3,631 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $533,003 | 4,504 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $518,708 | 3,976 | Shares | Defined | 2023-08-14 | |
| 2021-12-31 | $212,279 | 1,011 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $456,826 | 2,468 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $393,363 | 2,295 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $446,519 | 2,976 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $359,817 | 2,368 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $298,233 | 2,121 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $293,475 | 2,163 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $259,937 | 2,082 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||