Position in SUI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,163,485
-$48,878 QoQ
Shares Held
9,703
+0.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $12,956,801 across 9 REIT - Residential names. SUI ranks #6 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
14,015 | $2,644,490 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
8,377 | $2,442,649 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
17,531 | $2,435,756 | |
| 4 | CPT |
Camden Property Trust
|
13,780 | $1,577,672 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
21,257 | $1,370,012 | |
| 6 | SUI |
Sun Communities Inc
This page
|
9,703 | $1,163,485 | |
| 7 | VMRK |
Vivmark Residential
|
9,869 | $670,400 | |
| 8 | INVH |
Invitation Homes Inc.
|
14,368 | $434,056 |
All Filings in SUI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,485 | 9,703 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,212,363 | 9,625 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,112,711 | 8,980 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,343,293 | 25,917 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,309,736 | 26,166 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $3,386,189 | 26,323 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,194,512 | 25,978 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $3,591,610 | 26,575 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,361,336 | 27,932 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $4,260,240 | 33,133 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,714,100 | 35,272 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,293,017 | 36,277 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,737,783 | 36,316 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $5,247,215 | 37,246 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $5,465,889 | 38,223 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $5,585,879 | 41,276 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $6,812,159 | 42,747 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $9,287,037 | 52,981 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $11,231,713 | 53,492 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,840,284 | 53,162 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $8,701,119 | 50,765 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,501,697 | 49,998 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,582,151 | 49,899 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $6,399,721 | 45,514 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $6,224,861 | 45,879 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $6,265,844 | 50,187 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||