Position in SUI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$33,003,657
-$19,044,364 QoQ
Shares Held
262,017
-37.6% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 92.50468481052756.ToString("F0")%
Shared 0.ToString("F0")%
None 7.495315189472438.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $271,999,866 across 14 REIT - Residential names. SUI ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
3,712,289 | $55,275,980 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
365,359 | $44,617,637 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
634,423 | $39,600,681 | |
| 4 | SUI |
Sun Communities Inc
This page
|
262,017 | $33,003,657 | |
| 5 | INVH |
Invitation Homes Inc.
|
1,039,517 | $25,831,995 | |
| 6 | CPT |
Camden Property Trust
|
185,184 | $18,085,066 | |
| 7 | AVB |
Avalonbay Communities Inc
|
100,264 | $16,378,120 | |
| 8 | AMH |
American Homes 4 Rent
|
497,784 | $13,898,128 |
All Filings in SUI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,003,657 | 262,017 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $52,048,021 | 420,047 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,497,544 | 120,136 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,205,954 | 9,534 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,137,176 | 8,840 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,482,008 | 36,448 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,049,167 | 7,763 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,053,214 | 8,752 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,224,464 | 9,523 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,344,517 | 10,060 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,330,494 | 11,243 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,424,100 | 10,916 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,531,787 | 10,873 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,605,318 | 11,226 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,371,703 | 10,136 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,438,860 | 9,029 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,151,128 | 6,567 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,408,266 | 6,707 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,110,783 | 6,001 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $235,331 | 1,373 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $229,110 | 1,527 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $219,263 | 1,443 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||