Position in SUI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,292,368
-$332,382 QoQ
Shares Held
27,457
-4.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#179
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DAVENPORT & Co LLC holds $5,158,181 across 4 REIT - Residential names. SUI ranks #1 (63.8% of the industry book) .
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,292,368 | 27,457 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,624,750 | 28,777 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,708,502 | 29,929 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,927,663 | 30,447 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,857,439 | 30,496 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,919,274 | 30,467 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,823,629 | 31,094 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,312,501 | 31,909 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,896,007 | 32,375 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,369,019 | 33,979 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,577,913 | 34,253 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,113,261 | 34,758 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,543,008 | 34,823 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,998,140 | 35,478 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,087,082 | 35,574 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $5,005,315 | 36,986 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $5,956,398 | 37,377 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,501,681 | 37,091 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,205,627 | 39,080 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,502,103 | 40,530 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $7,022,600 | 40,972 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $6,230,861 | 41,528 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $6,201,231 | 40,811 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,792,710 | 41,197 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $5,625,835 | 41,464 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $5,322,854 | 42,634 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||