Position in SUI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$439,709
-$520,954 QoQ
Shares Held
3,667
-50.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#336
of 532 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026INCEPTIONR LLC holds $1,404,682 across 2 REIT - Residential names. SUI ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
28,788 | $964,973 | |
| 2 | SUI |
Sun Communities Inc
This page
|
3,667 | $439,709 |
All Filings in SUI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,709 | 3,667 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $960,663 | 7,447 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,026,547 | 7,980 | Shares | Sole | 2025-05-12 | |
| 2024-03-31 | $699,603 | 5,441 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||