Position in SUI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$837,211
-$318,849 QoQ
Shares Held
6,982
-23.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#278
of 529 holders
Holding Since
Sep 2021
20 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, 2026Ethic Inc. holds $13,413,517 across 11 REIT - Residential names. SUI ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
16,273 | $3,070,552 | |
| 2 | VMRK |
Vivmark Residential
|
36,677 | $2,491,468 | |
| 3 | INVH |
Invitation Homes Inc.
|
51,805 | $1,565,029 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
5,072 | $1,478,944 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
8,120 | $1,128,192 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
14,837 | $956,244 | |
| 7 | AMH |
American Homes 4 Rent
|
25,504 | $854,894 | |
| 8 | SUI |
Sun Communities Inc
This page
|
6,982 | $837,211 |
All Filings in SUI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,211 | 6,982 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,156,060 | 9,178 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $988,306 | 7,976 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $889,197 | 6,893 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,074,279 | 8,493 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,013,811 | 7,881 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $903,337 | 7,346 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $876,177 | 6,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $735,758 | 6,114 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $833,584 | 6,483 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $817,670 | 6,118 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $908,614 | 7,678 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,090,123 | 8,356 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,261,016 | 8,951 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $935,649 | 6,543 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $442,258 | 3,268 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $398,081 | 2,498 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $354,786 | 2,024 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $325,663 | 1,551 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $233,596 | 1,262 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||