Position in SUI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,970,607
+$389,731 QoQ
Shares Held
95,035
+1.7% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 95.16524520255864.ToString("F0")%
Shared 1.2782515991471215.ToString("F0")%
None 3.5565031982942434.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $87,674,667 across 14 REIT - Residential names. SUI ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
66,430 | $16,076,060 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
126,959 | $15,504,233 | |
| 3 | SUI |
Sun Communities Inc
This page
|
95,035 | $11,970,607 | |
| 4 | AMH |
American Homes 4 Rent
|
401,438 | $11,208,148 | |
| 5 | CPT |
Camden Property Trust
|
86,839 | $8,480,696 | |
| 6 | AVB |
Avalonbay Communities Inc
|
46,308 | $7,564,411 | |
| 7 | EQR |
Equity Residential
|
84,613 | $5,004,858 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
220,718 | $3,286,491 |
All Filings in SUI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||