Position in SUI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$112,598,282
+$32,002,391 QoQ
Shares Held
893,921
+37.4% QoQ
Ownership
0.725%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80.0853766719878.ToString("F0")%
Shared 16.956755686464465.ToString("F0")%
None 2.957867641547743.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $2,725,676,000 across 22 REIT - Residential names. SUI ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,466,121 | $729,540,856 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,905,831 | $354,860,074 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
4,746,014 | $296,246,191 | |
| 4 | EQR |
Equity Residential
|
4,984,647 | $294,841,864 | |
| 5 | INVH |
Invitation Homes Inc.
|
8,035,347 | $199,678,367 | |
| 6 | UDR |
UDR, Inc.
|
5,693,284 | $192,319,125 | |
| 7 | AMH |
American Homes 4 Rent
|
6,636,510 | $185,291,355 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
543,968 | $131,640,256 |
All Filings in SUI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,598,282 | 893,921 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $80,595,891 | 650,439 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $64,663,443 | 501,267 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $106,005,697 | 838,056 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $124,730,883 | 969,612 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $110,665,860 | 899,942 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $133,808,764 | 990,076 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $195,623,372 | 1,625,589 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $295,337,192 | 2,296,914 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $359,178,354 | 2,687,455 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $777,167,883 | 6,567,246 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $714,016,705 | 5,473,070 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $889,976,707 | 6,317,268 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $769,084,173 | 5,378,211 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $706,061,395 | 5,217,331 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $868,276,457 | 5,448,522 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $833,321,467 | 4,753,959 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,025,594,048 | 4,884,479 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $862,748,686 | 4,660,987 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $723,617,884 | 4,221,808 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $621,900,940 | 4,144,901 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $392,402,665 | 2,582,446 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $127,293,104 | 905,292 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $132,771,966 | 978,567 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $82,064,651 | 657,306 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||