Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,291,909
-$79,290 QoQ
Shares Held
10,774
-1.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
of 527 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 59%
Shared 2%
None 39%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Pathstone Holdings, LLC holds $27,672,716 across 12 REIT - Residential names. SUI ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
62,501 | $8,683,888 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
268,335 | $4,478,510 | |
| 3 | UDR |
UDR, Inc.
|
68,200 | $2,722,543 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
7,194 | $2,097,697 | |
| 5 | AVB |
Avalonbay Communities Inc
|
8,361 | $1,577,636 | |
| 6 | VMRK |
Vivmark Residential
|
21,807 | $1,481,347 | |
| 7 | CPT |
Camden Property Trust
|
11,691 | $1,338,501 | |
| 8 | SUI |
Sun Communities Inc
This page
|
10,774 | $1,291,909 |
All Filings in SUI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,909 | 10,774 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,371,199 | 10,886 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,345,413 | 10,858 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,491,885 | 11,565 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,364,193 | 10,785 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,106,045 | 8,598 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,005,279 | 8,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,069,306 | 7,912 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $941,780 | 7,826 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,034,295 | 8,044 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $751,647 | 5,624 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||