Position in SUI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,829,065
+$1,318,309 QoQ
Shares Held
14,521
+252.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $54,885,065 across 18 REIT - Residential names. SUI ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
514,863 | $30,454,145 | |
| 2 | AVB |
Avalonbay Communities Inc
|
66,345 | $10,837,455 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
51,010 | $6,229,340 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
16,198 | $3,919,916 | |
| 5 | SUI |
Sun Communities Inc
This page
|
14,521 | $1,829,065 | |
| 6 | CPT |
Camden Property Trust
|
4,108 | $401,187 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
5,554 | $346,680 | |
| 8 | AMH |
American Homes 4 Rent
|
7,068 | $197,338 |
All Filings in SUI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,829,065 | 14,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $510,756 | 4,122 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $420,669 | 3,261 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $389,462 | 3,079 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $269,629 | 2,096 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $226,387 | 1,841 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $163,801 | 1,212 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $71,361 | 593 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,786 | 115 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,281 | 47 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,538 | 13 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $4,576 | 32 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $13,226 | 83 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,712 | 44 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $3,600 | 24 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,558 | 30 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||