CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SUI — Sun Communities Inc
CIK 884546
SAN FRANCISCO, CA
Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$197,639,978
+$5,411,415 QoQ
Shares Held
1,648,236
+8.0% QoQ
Ownership
1.34%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#14
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,956,511,511 across 17 REIT - Residential names. SUI ranks #8 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
9,872,263 | $666,952,350 | |
| 2 | VMRK |
Vivmark Residential
|
4,993,498 | $339,208,318 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
939,663 | $273,996,334 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,925,587 | $239,431,983 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,686,464 | $234,317,307 | |
| 6 | UDR |
UDR, Inc.
|
5,182,649 | $206,891,347 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,095,506 | $199,505,361 | |
| 8 | SUI |
Sun Communities Inc
This page
|
1,648,236 | $197,639,978 |
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,639,978 | 1,648,236 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $192,228,563 | 1,526,108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $182,228,489 | 1,470,652 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $176,091,063 | 1,365,047 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $151,395,881 | 1,196,900 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $146,759,587 | 1,140,855 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $138,149,416 | 1,123,440 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $145,359,366 | 1,075,541 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $129,039,017 | 1,072,287 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $137,813,715 | 1,071,813 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $139,718,110 | 1,045,403 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $119,978,180 | 1,013,843 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $131,196,185 | 1,005,643 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $139,518,817 | 990,338 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $138,786,791 | 970,537 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $126,127,289 | 931,998 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $145,582,053 | 913,542 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $153,084,262 | 873,320 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $192,548,159 | 917,027 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $166,092,636 | 897,313 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $143,719,414 | 838,503 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $122,794,986 | 818,415 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $115,583,502 | 760,668 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $97,318,008 | 692,113 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $127,833,625 | 942,170 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $169,459,903 | 1,357,308 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||