Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$114,784,320
+$13,179,702 QoQ
Shares Held
957,254
+18.7% QoQ
Ownership
0.777%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 532 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $2,101,325,745 across 21 REIT - Residential names. SUI ranks #9 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,693,293 | $317,070,414 | |
| 2 | VMRK |
Vivmark Residential
|
4,505,352 | $306,048,554 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
791,652 | $230,837,798 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,459,843 | $225,361,849 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,559,633 | $216,695,400 | |
| 6 | CPT |
Camden Property Trust
|
1,177,352 | $134,795,023 | |
| 7 | UDR |
UDR, Inc.
|
3,311,671 | $132,201,898 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,049,432 | $132,085,882 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,784,320 | 957,254 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $101,604,618 | 806,642 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $118,302,075 | 954,742 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $118,068,411 | 915,259 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $113,486,190 | 897,195 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $117,816,738 | 915,864 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $117,463,641 | 955,222 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $136,576,097 | 1,010,552 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $132,439,334 | 1,100,543 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $134,557,806 | 1,046,491 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $133,616,982 | 999,753 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $126,255,282 | 1,066,886 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $140,761,897 | 1,078,966 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $176,365,975 | 1,251,888 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $171,167,997 | 1,196,979 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $125,789,771 | 929,504 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $134,594,017 | 844,591 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $161,270,477 | 920,021 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $170,005,987 | 809,668 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $119,579,595 | 646,027 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $61,050,619 | 356,188 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $38,901,468 | 259,274 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $40,680,507 | 267,723 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $13,656,039 | 97,120 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $31,204,770 | 229,988 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,626,015 | 173,216 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||