Position in SUI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$215,632,231
-$12,645,201 QoQ
Shares Held
1,798,284
-0.8% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,585,690,726 across 18 REIT - Residential names. SUI ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 5,956,240 | $402,392,856 | |||
| 2 | VMRK |
Vivmark Residential
|
5,384,176 | $365,747,073 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,000,799 | $291,822,977 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,233,305 | $248,728,142 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,770,242 | $245,957,422 | |
| 6 | SUI |
Sun Communities Inc
This page
|
1,798,284 | $215,632,231 | |
| 7 | UDR |
UDR, Inc.
|
4,806,606 | $191,879,709 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,810,482 | $181,135,564 |
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,632,231 | 1,798,284 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $228,277,432 | 1,812,301 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $218,169,946 | 1,760,713 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $230,769,777 | 1,788,913 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,777,510 | 1,737,509 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $228,249,037 | 1,774,324 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $225,012,471 | 1,829,816 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $240,622,679 | 1,780,412 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $214,752,384 | 1,784,547 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $228,095,131 | 1,773,955 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $238,165,100 | 1,782,006 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $210,287,219 | 1,776,975 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $227,578,987 | 1,744,435 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $242,782,164 | 1,723,326 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $238,377,139 | 1,666,973 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $228,999,875 | 1,692,159 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $279,905,002 | 1,756,432 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $305,975,531 | 1,745,539 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $367,181,468 | 1,748,733 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $324,599,134 | 1,753,642 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $297,699,689 | 1,736,871 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $263,160,407 | 1,753,935 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $254,632,947 | 1,675,768 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $218,892,930 | 1,556,738 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $194,119,275 | 1,430,714 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $171,399,074 | 1,372,840 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||