Position in SUI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$735,973,949
+$111,483,659 QoQ
Shares Held
5,842,918
+15.9% QoQ
Ownership
4.74%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 99.8233245785753.ToString("F0")%
None 0.17667542142470594.ToString("F0")%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,341,065,293 across 11 REIT - Residential names. SUI ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
This page
|
5,842,918 | $735,973,949 | |
| 2 | UDR |
UDR, Inc.
|
6,488,226 | $219,172,271 | |
| 3 | AVB |
Avalonbay Communities Inc
|
603,725 | $98,618,477 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
302,319 | $73,161,198 | |
| 5 | CPT |
Camden Property Trust
|
559,301 | $54,621,333 | |
| 6 | CSR |
Centerspace
|
871,677 | $50,077,842 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
383,130 | $46,787,833 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
2,453,499 | $36,532,598 |
All Filings in SUI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||