Position in SUI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$11,051,505
-$919,102 QoQ
Shares Held
92,165
-3.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#103
of 529 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 4%
Shared 1%
None 95%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $96,689,827 across 13 REIT - Residential names. SUI ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
66,698 | $19,448,469 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
120,238 | $16,705,867 | |
| 3 | AMH |
American Homes 4 Rent
|
455,470 | $15,267,354 | |
| 4 | CPT |
Camden Property Trust
|
122,592 | $14,035,558 | |
| 5 | SUI |
Sun Communities Inc
This page
|
92,165 | $11,051,505 | |
| 6 | AVB |
Avalonbay Communities Inc
|
94,792 | $6,403,951 | |
| 7 | VMRK |
Vivmark Residential
|
79,689 | $5,413,273 | |
| 8 | MRP |
Millrose Properties, Inc.
|
95,165 | $2,859,708 |
All Filings in SUI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,051,505 | 92,165 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $11,970,607 | 95,035 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,580,876 | 93,462 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $11,615,160 | 90,040 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,402,187 | 90,143 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $11,933,932 | 92,770 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,383,209 | 92,569 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $12,578,545 | 93,071 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $11,828,699 | 98,294 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $15,146,209 | 117,796 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,822,021 | 118,384 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,974,060 | 118,084 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $15,478,034 | 118,642 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $16,052,993 | 113,948 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,736,592 | 12,144 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||