MARTINGALE ASSET MANAGEMENT L P

Position in SUI — Sun Communities Inc

CIK 936944 BOSTON, MA

Position in SUI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$417,406

-$944,473 QoQ

Shares Held

3,481

-67.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#339

of 527 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Real Estate · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $2,153,049 across 4 REIT - Residential names. SUI ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSR	Centerspace	20,410	$1,146,837
2	SUI	Sun Communities Inc This page	3,481	$417,406
3	VMRK	Vivmark Residential	5,179	$351,809
4	INVH	Invitation Homes Inc.	7,845	$236,997

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,406	3,481	-67.8%	Shares	Sole	2026-08-13
2026-03-31	$1,361,879	10,812	+53.7%	Shares	Sole	2026-05-13
2025-12-31	$871,830	7,036	+167.6%	Shares	Sole	2026-02-13
2022-09-30	$355,782	2,629	-2.8%	Shares	Sole	2022-11-14
2022-06-30	$430,909	2,704	-61.4%	Shares	Sole	2022-08-11
2022-03-31	$1,227,205	7,001	-95.0%	Shares	Sole	2022-05-12
2021-12-31	$29,392,440	139,984	+8.1%	Shares	Sole	2022-02-11
2021-09-30	$23,979,519	129,549	+463.4%	Shares	Sole	2021-11-12
2021-06-30	$3,941,171	22,994	-84.2%	Shares	Sole	2021-08-13
2021-03-31	$21,825,567	145,465	-16.1%	Shares	Sole	2021-05-13
2020-12-31	$26,348,433	173,402	-36.2%	Shares	Sole	2021-02-10
2020-09-30	$38,232,420	271,904	-5.6%	Shares	Sole	2020-11-12
2020-06-30	$39,098,769	288,169	-2.5%	Shares	Sole	2020-08-10
2020-03-31	$36,893,174	295,500	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.