Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$122,736,518
-$12,847,455 QoQ
Shares Held
1,023,572
-4.9% QoQ
Ownership
0.831%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#19
of 528 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Legal & General Group Plc holds $1,720,284,046 across 18 REIT - Residential names. SUI ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
5,427,500 | $366,672,132 | |
| 2 | VMRK |
Vivmark Residential
|
4,896,047 | $332,588,471 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
892,526 | $260,251,655 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
1,115,962 | $155,051,759 | |
| 5 | INVH |
Invitation Homes Inc.
|
4,648,372 | $140,427,317 | |
| 6 | SUI |
Sun Communities Inc
This page
|
1,023,572 | $122,736,518 | |
| 7 | UDR |
UDR, Inc.
|
1,971,134 | $78,687,667 | |
| 8 | CPT |
Camden Property Trust
|
674,956 | $77,275,710 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,736,518 | 1,023,572 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $135,583,973 | 1,076,405 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $133,895,285 | 1,080,585 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $131,003,628 | 1,015,532 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $135,712,385 | 1,072,910 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $131,623,675 | 1,023,194 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $123,142,034 | 1,001,399 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $148,356,586 | 1,097,718 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $140,644,967 | 1,168,730 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $168,277,145 | 1,308,735 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $178,387,064 | 1,334,733 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $156,879,787 | 1,325,670 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $173,943,882 | 1,333,312 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $186,684,313 | 1,325,130 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $184,009,683 | 1,286,781 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $177,176,471 | 1,309,218 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $199,786,444 | 1,253,680 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $206,941,939 | 1,180,569 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $250,156,578 | 1,191,392 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $221,323,698 | 1,195,698 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $214,393,974 | 1,250,840 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $195,634,154 | 1,303,880 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $194,451,629 | 1,279,708 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $163,436,345 | 1,162,338 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $152,588,576 | 1,124,621 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $130,273,733 | 1,043,442 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||