Position in SUI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$18,275,787
-$219,761 QoQ
Shares Held
145,092
-2.8% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.79312436247346.ToString("F0")%
Shared 0.ToString("F0")%
None 2.206875637526535.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $221,840,954 across 21 REIT - Residential names. SUI ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
342,988 | $56,027,088 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
274,556 | $33,528,776 | |
| 3 | AMH |
American Homes 4 Rent
|
806,384 | $22,514,238 | |
| 4 | SUI |
Sun Communities Inc
This page
|
145,092 | $18,275,787 | |
| 5 | CPT |
Camden Property Trust
|
149,819 | $14,631,321 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
60,255 | $14,581,710 | |
| 7 | INVH |
Invitation Homes Inc.
|
573,293 | $14,246,329 | |
| 8 | EQR |
Equity Residential
|
230,241 | $13,618,753 |
All Filings in SUI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,275,787 | 145,092 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $18,495,548 | 149,266 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,058,331 | 147,739 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,610,531 | 162,942 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,465,233 | 205,731 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $29,428,071 | 239,311 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $37,152,868 | 274,901 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $33,980,162 | 282,368 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $39,877,928 | 310,141 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $40,248,962 | 301,152 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $36,673,089 | 309,896 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $38,832,721 | 297,660 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $43,885,385 | 311,509 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $47,999,523 | 335,661 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $39,689,310 | 293,278 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $49,815,774 | 312,599 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $56,416,909 | 321,849 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $65,185,395 | 310,451 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $127,643,847 | 689,594 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $114,900,045 | 670,362 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $102,743,488 | 684,774 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $105,982,084 | 697,480 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $98,802,285 | 702,669 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $93,338,882 | 687,934 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $89,099,075 | 713,649 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||