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Equibles

JONES FINANCIAL COMPANIES LLLP

Position in SUI — Sun Communities Inc

CIK 815917 DES PERES, MO
Back to SUI Full portfolio

Position in SUI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$13,111,558
+$11,282,493 QoQ
Shares Held
109,345
+653.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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 Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $89,515,563 across 19 REIT - Residential names. SUI ranks #3 (14.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VMRK
Vivmark Residential
 601,419 $40,854,392
2
267,304 $18,058,580
3 SUI
Sun Communities Inc
This page 		109,345 $13,111,558
4 MAA
Mid America Apartment Communities Inc.
 67,378 $9,361,498
5 ESS
Essex Property Trust, Inc.
 19,646 $5,728,576
6 CPT
Camden Property Trust
 5,106 $584,585
7 AMH
American Homes 4 Rent
 16,416 $550,264
8 IRT
Independence Realty Trust, Inc.
 20,764 $346,551

All Filings in SUI

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,111,558 109,345
2026-03-31 $1,829,065 14,521
2025-12-31 $510,756 4,122
2025-09-30 $420,669 3,261
2025-06-30 $389,462 3,079
2025-03-31 $269,629 2,096
2024-12-31 $226,387 1,841
2024-09-30 $163,801 1,212
2024-06-30 $71,361 593
2024-03-31 $14,786 115
2023-12-31 $6,281 47
2023-09-30 $1,538 13
2022-12-31 $4,576 32
2022-06-30 $13,226 83
2022-03-31 $7,712 44
2021-03-31 $3,600 24
2020-12-31 $4,558 30