UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SUI — Sun Communities Inc
CIK 861177
NEW YORK, NY
Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$184,211,611
-$5,326,945 QoQ
Shares Held
1,536,249
+2.1% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,794,240,672 across 18 REIT - Residential names. SUI ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
5,386,183 | $363,880,837 | |
| 2 | VMRK |
Vivmark Residential
|
4,335,122 | $294,484,832 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
757,439 | $220,861,633 | |
| 4 | SUI |
Sun Communities Inc
This page
|
1,536,249 | $184,211,611 | |
| 5 | INVH |
Invitation Homes Inc.
|
5,971,242 | $180,391,216 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
1,221,025 | $169,649,209 | |
| 7 | UDR |
UDR, Inc.
|
2,186,027 | $87,266,193 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,320,458 | $85,103,514 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,211,611 | 1,536,249 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $189,538,556 | 1,504,752 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $182,663,409 | 1,474,162 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $500,004 | 3,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,465,380 | 1,648,078 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $180,631,138 | 1,404,160 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $167,769,319 | 1,364,311 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $178,868,181 | 1,323,479 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,713,585 | 113,957 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $151,504,266 | 1,178,288 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $157,277,845 | 1,176,789 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $133,064,451 | 1,124,425 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $134,614,626 | 1,031,846 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $145,366,459 | 1,031,846 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $141,992,422 | 992,954 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $138,702,690 | 1,024,922 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $168,931,634 | 1,060,063 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $181,709,289 | 1,036,621 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $217,635,791 | 1,036,509 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $180,694,799 | 976,201 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $154,722,604 | 902,699 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $139,610,266 | 930,487 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $116,235,972 | 764,962 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $87,519,737 | 622,429 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $79,170,225 | 583,507 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $79,997,508 | 640,749 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||