Position in SUI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,103,679
+$2,987,674 QoQ
Shares Held
34,223
+286.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $75,372,258 across 8 REIT - Residential names. SUI ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
110,505 | $32,222,152 | |
| 2 | VMRK |
Vivmark Residential
|
213,512 | $14,503,870 | |
| 3 | AVB |
Avalonbay Communities Inc
|
51,129 | $9,647,531 | |
| 4 | INVH |
Invitation Homes Inc.
|
216,949 | $6,554,029 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
35,271 | $4,900,552 | |
| 6 | SUI |
Sun Communities Inc
This page
|
34,223 | $4,103,679 | |
| 7 | UDR |
UDR, Inc.
|
75,767 | $3,024,618 | |
| 8 | CPT |
Camden Property Trust
|
3,632 | $415,827 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,103,679 | 34,223 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,116,005 | 8,860 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,253,055 | 18,183 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,573,155 | 12,195 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,533,311 | 12,122 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,086,493 | 8,446 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $907,887 | 7,383 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $894,422 | 6,618 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $848,998 | 7,055 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $415,827 | 3,234 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $487,555 | 3,648 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $589,569 | 4,982 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $762,669 | 5,846 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,072,942 | 7,616 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,041,469 | 7,283 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,281,435 | 31,637 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,948,446 | 31,052 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,324,083 | 30,373 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,071,702 | 28,917 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,073,961 | 27,412 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,706,472 | 27,459 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,716,207 | 31,433 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,629,950 | 17,308 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $419,861 | 2,986 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $354,531 | 2,613 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $312,000 | 2,499 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||