Position in SUI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$12,245,326
-$2,478,278 QoQ
Shares Held
97,216
-18.2% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 71.3164499670836.ToString("F0")%
Shared 0.ToString("F0")%
None 28.683550032916393.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $183,519,235 across 16 REIT - Residential names. SUI ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
535,621 | $65,410,033 | |
| 2 | AVB |
Avalonbay Communities Inc
|
108,597 | $17,739,318 | |
| 3 | UDR |
UDR, Inc.
|
428,923 | $14,489,017 | |
| 4 | UMH |
Umh Properties, Inc.
|
971,433 | $14,017,777 | |
| 5 | MRP |
Millrose Properties, Inc.
|
469,208 | $13,137,824 | |
| 6 | SUI |
Sun Communities Inc
This page
|
97,216 | $12,245,326 | |
| 7 | EQR |
Equity Residential
|
188,256 | $11,135,341 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
164,052 | $10,240,125 |
All Filings in SUI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,245,326 | 97,216 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,723,604 | 118,825 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $16,201,497 | 125,593 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,920,915 | 125,867 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,954,704 | 124,026 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,050,904 | 130,527 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||