Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$878,460
+$110,860 QoQ
Shares Held
7,326
+20.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#271
of 527 holders
Holding Since
Mar 2023
14 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, 2026OSTRUM ASSET MANAGEMENT holds $4,013,298 across 6 REIT - Residential names. SUI ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
6,912 | $1,304,225 | |
| 2 | SUI |
Sun Communities Inc
This page
|
7,326 | $878,460 | |
| 3 | INVH |
Invitation Homes Inc.
|
19,293 | $582,841 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
3,731 | $518,385 | |
| 5 | VMRK |
Vivmark Residential
|
5,552 | $377,147 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
1,208 | $352,240 |
All Filings in SUI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,460 | 7,326 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $767,600 | 6,094 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $964,887 | 7,787 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,337,472 | 10,368 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,059,100 | 8,373 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,107,976 | 8,613 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,087,177 | 8,841 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,244,190 | 9,206 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,094,371 | 9,094 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,260,341 | 9,802 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,310,037 | 9,802 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,154,998 | 9,760 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,281,899 | 9,826 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,383,159 | 9,818 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||