Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,149,913
+$1,874,126 QoQ
Shares Held
168,042
+15.8% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $244,861,193 across 21 REIT - Residential names. SUI ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
860,512 | $58,134,632 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
261,498 | $36,332,530 | |
| 3 | AMH |
American Homes 4 Rent
|
699,369 | $23,442,847 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
70,778 | $20,638,154 | |
| 5 | SUI |
Sun Communities Inc
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|
168,042 | $20,149,913 | |
| 6 | VMRK |
Vivmark Residential
|
259,339 | $17,616,896 | |
| 7 | CPT |
Camden Property Trust
|
146,933 | $16,822,357 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
198,228 | $12,775,792 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,149,913 | 168,042 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||