Position in SUI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$97,238,348
+$25,369,929 QoQ
Shares Held
771,978
+33.1% QoQ
Ownership
0.626%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026SEI INVESTMENTS CO holds $472,801,053 across 18 REIT - Residential names. SUI ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
771,978 | $97,238,348 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
361,694 | $87,529,948 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
957,634 | $59,775,514 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,053,588 | $51,031,660 | |
| 5 | AVB |
Avalonbay Communities Inc
|
271,640 | $44,372,393 | |
| 6 | EQR |
Equity Residential
|
652,129 | $38,573,430 | |
| 7 | UDR |
UDR, Inc.
|
981,797 | $33,165,101 | |
| 8 | AMH |
American Homes 4 Rent
|
663,755 | $18,532,039 |
All Filings in SUI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,238,348 | 771,978 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $71,868,419 | 580,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,825,628 | 533,532 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $98,922,894 | 782,061 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $100,662,600 | 782,514 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $100,757,805 | 819,369 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $87,367,041 | 646,445 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $73,937,497 | 614,405 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $86,676,034 | 674,102 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $94,565,794 | 707,563 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $82,169,141 | 694,348 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,462,987 | 547,777 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $64,460,348 | 457,555 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $63,047,413 | 440,891 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $49,979,263 | 369,314 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $70,957,907 | 445,268 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $73,464,914 | 419,105 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $75,452,508 | 359,349 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $58,918,625 | 318,307 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $67,783,214 | 395,468 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $58,337,201 | 388,811 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $51,022,833 | 335,787 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $32,171,988 | 228,803 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $26,152,590 | 192,752 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $26,043,085 | 208,595 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||