Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,785,889
-$6,982,197 QoQ
Shares Held
573,646
-4.6% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#33
of 529 holders
Holding Since
Mar 2020
26 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, 2026HSBC HOLDINGS PLC holds $724,660,569 across 16 REIT - Residential names. SUI ranks #6 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,022,699 | $136,649,898 | |
| 2 | VMRK |
Vivmark Residential
|
1,776,839 | $120,700,669 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,722,345 | $82,242,040 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
255,953 | $74,633,331 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
527,345 | $73,269,310 | |
| 6 | SUI |
Sun Communities Inc
This page
|
573,646 | $68,785,889 | |
| 7 | UDR |
UDR, Inc.
|
1,009,608 | $40,303,550 | |
| 8 | CPT |
Camden Property Trust
|
327,190 | $37,459,981 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,785,889 | 573,646 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $75,768,086 | 601,525 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $73,930,031 | 596,643 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $70,266,558 | 544,702 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $52,812,862 | 417,526 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,025,819 | 311,146 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $38,493,173 | 313,029 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,784,703 | 316,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,115,894 | 358,284 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,402,082 | 119,786 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $15,564,343 | 116,456 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,726,899 | 99,095 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,645,674 | 119,927 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,955,678 | 106,159 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,261,533 | 99,731 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,111,622 | 111,665 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,935,170 | 49,794 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $15,621,667 | 89,119 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,404,431 | 49,552 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,456,672 | 67,297 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,766,608 | 68,650 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,463,871 | 43,081 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,094,104 | 40,106 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $5,343,036 | 37,999 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,375,407 | 32,248 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,119,722 | 41,007 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||