Position in SUI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$228,277,432
+$10,107,486 QoQ
Shares Held
1,812,301
+2.9% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.03824254359513.ToString("F0")%
Shared 6.536276258745098.ToString("F0")%
None 0.4254811976597706.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. SUI ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,137,158 | $349,104,757 | |
| 2 | EQR |
Equity Residential
|
5,433,423 | $321,386,967 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
995,810 | $240,986,020 | |
| 4 | SUI |
Sun Communities Inc
This page
|
1,812,301 | $228,277,432 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,772,445 | $216,450,981 | |
| 6 | INVH |
Invitation Homes Inc.
|
8,379,282 | $208,225,155 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,806,080 | $175,155,512 | |
| 8 | UDR |
UDR, Inc.
|
4,850,115 | $163,836,883 |
All Filings in SUI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||