Position in SUI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,987,226
-$149,671 QoQ
Shares Held
49,931
+2.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Pictet Asset Management Holding SA holds $73,916,238 across 14 REIT - Residential names. SUI ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
346,086 | $23,509,621 | |
| 2 | 182,478 | $12,327,875 | |||
| 3 | ESS |
Essex Property Trust, Inc.
|
28,473 | $8,302,442 | |
| 4 | INVH |
Invitation Homes Inc.
|
242,974 | $7,340,244 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
49,984 | $6,944,776 | |
| 6 | SUI |
Sun Communities Inc
This page
|
49,931 | $5,987,226 | |
| 7 | UDR |
UDR, Inc.
|
57,014 | $2,275,998 | |
| 8 | CPT |
Camden Property Trust
|
19,400 | $2,221,106 |
All Filings in SUI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,987,226 | 49,931 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,136,897 | 48,721 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,412,590 | 51,752 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,662,334 | 51,646 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $6,569,005 | 51,933 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,555,927 | 58,737 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,303,549 | 67,525 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,087,080 | 67,237 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,100,085 | 67,310 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,355,514 | 64,983 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,369,563 | 62,623 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,344,772 | 62,065 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||