Position in SUI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,003,265
-$1,111,596 QoQ
Shares Held
25,046
-23.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#184
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $57,052,465 across 21 REIT - Residential names. SUI ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
88,554 | $12,303,692 | |
| 2 | VMRK |
Vivmark Residential
|
166,714 | $11,324,882 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
22,187 | $6,469,507 | |
| 4 | AMH |
American Homes 4 Rent
|
154,521 | $5,179,543 | |
| 5 | AVB |
Avalonbay Communities Inc
|
24,731 | $4,666,492 | |
| 6 | CPT |
Camden Property Trust
|
27,153 | $3,108,746 | |
| 7 | SUI |
Sun Communities Inc
This page
|
25,046 | $3,003,265 | |
| 8 | INVH |
Invitation Homes Inc.
|
91,008 | $2,749,351 |
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,003,265 | 25,046 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,114,861 | 32,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,195,344 | 33,858 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,417,452 | 10,988 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,394,299 | 11,023 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,261,701 | 9,808 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,007,862 | 8,196 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $520,868 | 3,854 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $438,759 | 3,646 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $432,928 | 3,367 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $537,005 | 4,018 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $500,104 | 4,226 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $456,218 | 3,497 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $577,044 | 4,096 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $489,918 | 3,426 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $427,642 | 3,160 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $657,200 | 4,124 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $721,318 | 4,115 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,146,646 | 5,461 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,009,350 | 5,453 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,087,361 | 6,344 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,051,930 | 7,011 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $779,655 | 5,131 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $630,354 | 4,483 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $633,489 | 4,669 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $736,739 | 5,901 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||