Position in SUI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$646,328,568
-$89,645,381 QoQ
Shares Held
5,390,114
-7.7% QoQ
Ownership
4.37%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#7
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,321,297,969 across 11 REIT - Residential names. SUI ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
5,390,114 | $646,328,568 | |
| 2 | UDR |
UDR, Inc.
|
5,453,681 | $217,710,942 | |
| 3 | AVB |
Avalonbay Communities Inc
|
2,468,610 | $166,774,834 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
330,332 | $96,321,506 | |
| 5 | INVH |
Invitation Homes Inc.
|
2,218,739 | $67,028,104 | |
| 6 | CPT |
Camden Property Trust
|
466,631 | $53,424,582 | |
| 7 | AMH |
American Homes 4 Rent
|
928,333 | $31,117,721 | |
| 8 | CSR |
Centerspace
|
476,122 | $26,753,293 |
All Filings in SUI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,328,568 | 5,390,114 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $735,973,949 | 5,842,918 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $624,490,290 | 5,039,870 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $578,667,555 | 4,485,795 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,852,281 | 338,780 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $63,931,248 | 496,978 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,452,602 | 304,567 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $67,549,320 | 499,810 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $75,089,149 | 623,975 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $105,865,570 | 823,344 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $91,626,695 | 685,572 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $91,522,142 | 773,383 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $185,764,730 | 1,423,921 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $305,015,056 | 2,165,070 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $281,151,728 | 1,966,096 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $189,015,002 | 1,396,697 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $149,413,861 | 937,587 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $167,373,901 | 954,840 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $187,865,615 | 894,726 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $154,028,558 | 832,137 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $130,221,491 | 759,752 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $91,826,428 | 612,013 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $118,554,730 | 780,222 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $57,394,608 | 408,183 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $63,579,511 | 468,599 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,512,665 | 236,385 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||