Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$930,741
-$129,212 QoQ
Shares Held
7,762
-7.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#266
of 532 holders
Holding Since
Mar 2022
18 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, 2026Capital Square, LLC holds $5,115,367 across 10 REIT - Residential names. SUI ranks #1 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
7,762 | $930,741 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
12,662 | $816,065 | |
| 3 | INVH |
Invitation Homes Inc.
|
26,875 | $811,893 | |
| 4 | CPT |
Camden Property Trust
|
5,393 | $617,444 | |
| 5 | AMH |
American Homes 4 Rent
|
12,786 | $428,586 | |
| 6 | CSR |
Centerspace
|
5,998 | $337,027 | |
| 7 | BRT |
BRT Apartments Corp.
|
20,826 | $320,095 | |
| 8 | AVB |
Avalonbay Communities Inc
|
4,639 | $313,414 |
All Filings in SUI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,741 | 7,762 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,059,953 | 8,415 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,070,334 | 8,638 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,719,312 | 13,328 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,702,049 | 13,456 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,697,533 | 13,196 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,608,570 | 13,081 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,042,386 | 15,112 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,912,563 | 15,893 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,065,637 | 16,065 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,026,000 | 15,159 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,704,451 | 14,403 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,620,182 | 12,419 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,576,588 | 11,191 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,491,633 | 10,431 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,160,725 | 8,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,039,345 | 6,522 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $299,570 | 1,709 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||