Position in SUI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$20,946,478
-$4,017,911 QoQ
Shares Held
174,685
-11.9% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 529 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Derivatives in SUI
reported options exposure · as of Jun 30, 2024CallValue
$7,894,304
CallShares
65,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CITIGROUP INC holds $425,350,730 across 18 REIT - Residential names. SUI ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
219,678 | $64,055,907 | |
| 2 | 933,510 | $63,066,235 | |||
| 3 | VMRK |
Vivmark Residential
|
891,701 | $60,573,247 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,519,872 | $45,915,332 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
326,265 | $45,331,258 | |
| 6 | CPT |
Camden Property Trust
|
344,697 | $39,464,358 | |
| 7 | UDR |
UDR, Inc.
|
674,215 | $26,914,661 | |
| 8 | SUI |
Sun Communities Inc
This page
|
174,685 | $20,946,478 |
All Filings in SUI
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,946,478 | 174,685 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $24,964,389 | 198,193 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $28,887,013 | 233,129 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,411,388 | 134,972 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $18,703,569 | 147,866 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $9,605,804 | 74,672 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,609,873 | 61,884 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,528,529 | 55,705 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $13,728,866 | 114,084 | Shares | Defined | 2024-08-12 | |
| 2024-06-30 | $7,894,304 | 65,600 | Call | Defined | 2024-08-12 | |
| 2024-03-31 | $15,671,199 | 121,879 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $12,232,982 | 91,530 | Shares | Defined | 2024-02-09 | |
| 2023-06-30 | $6,842,886 | 52,452 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $14,650,813 | 103,995 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $9,520,511 | 66,577 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $13,883,638 | 102,591 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $14,615,541 | 91,714 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $26,064,218 | 148,692 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $41,712,009 | 198,657 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $39,188,258 | 211,714 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $40,148,733 | 234,240 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,276,140 | 28,500 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $31,107,490 | 207,328 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $28,346,877 | 186,554 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $7,213,293 | 51,300 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $25,252,429 | 179,592 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,498,412 | 70,006 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,282,403 | 42,310 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||