CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SUI — Sun Communities Inc
CIK 884546
SAN FRANCISCO, CA
Position in SUI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$192,228,563
+$10,000,074 QoQ
Shares Held
1,526,108
+3.8% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99823079362666.ToString("F0")%
Shared 0.ToString("F0")%
None 0.0017692063733366183.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,495,917,053 across 18 REIT - Residential names. SUI ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
3,430,876 | $560,433,593 | |
| 2 | EQR |
Equity Residential
|
4,743,347 | $280,568,975 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
887,501 | $214,775,242 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
1,595,031 | $194,785,185 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,749,697 | $192,579,970 | |
| 6 | SUI |
Sun Communities Inc
This page
|
1,526,108 | $192,228,563 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,910,646 | $181,682,523 | |
| 8 | UDR |
UDR, Inc.
|
5,009,830 | $169,232,057 |
All Filings in SUI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||