SUI · Sun Communities Inc · Shareholders & Ownership

$118.52 +1.11 (+0.95%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.44B

121.80M

Volume · Nov 13 645.99K Avg daily vol (3M) 1.51M

Every disclosed holder of SUI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SUI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	549	125,248,202	102.83%	Yes
Insiders (Forms 3, 4, 5)	19	1,484,412	1.22%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,931,657	-4.05%	Negative
Registered funds (N-PORT, not summed)	448	58,277,853	47.85%	No

Shares outstanding: 121,800,957, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SUI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Sep 30, 2026	19,654,567	16.14%	+5,896,622	Sep 30, 2026
1.1	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	783,901	0.64%	—	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	503,182	0.41%	+35,854	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	457,533	0.38%	+59,294	Jul 31, 2026	iShares Trust, not summed
1.4	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	412,358	0.34%	-548,124	Jul 31, 2026	iShares Trust, not summed
1.5	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	399,984	0.33%	+32,641	Jun 30, 2026	iShares Trust, not summed
2	COHEN & STEERS, INC. 13G CIK 1284812 · Investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	15,039,036	12.35%	+1,937,687	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,398,864	11.00%	+1,335,449	Jun 30, 2026	carried, not yet filed for the newest quarter
2.2	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	2,428,709	1.99%	+406,752	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
2.3	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	2,213,614	1.82%	+416,427	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
2.4	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	1,774,332	1.46%	+15,891	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
2.5	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	517,034	0.42%	+33,853	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Sep 30, 2026	10,368,219	8.51%	+104,453	Sep 30, 2026
4	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	6,723,443	5.52%	+1,714,654	Sep 30, 2026
4.1	STATE STREET CORP 13G CIK 93751 · Bank · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,723,443	5.52%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	200,726	0.16%	-9,307	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	85,086	0.07%	+199	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4.4	State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF Fund S000039794 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	43,767	0.04%	-24,480	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	40,721	0.03%	-2,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Sep 30, 2026	5,458,513	4.48%	-35,915	Sep 30, 2026
6	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,439,467	4.47%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,390,114	4.43%	-452,804	Jun 30, 2026	carried, not yet filed for the newest quarter
8	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,389,029	4.42%	-140,397	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	1,405,005	1.15%	-25,260	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
8.2	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	576,403	0.47%	-57,240	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
8.3	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	226,000	0.19%	-19,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
8.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	114,257	0.09%	+38,417	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
8.5	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	111,100	0.09%	-8,500	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
9	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	4,880,511	4.01%	+315,043	Sep 30, 2026
9.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	566,726	0.47%	-35,200	Aug 31, 2026	Fidelity Concord Street Trust, not summed
9.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	462,368	0.38%	+8,747	Jul 31, 2026	Fidelity Salem Street Trust, not summed
9.3	Fidelity Real Estate Investment Portfolio Fund S000039313 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	422,274	0.35%	+139,500	Jul 31, 2026	Fidelity Select Portfolios, not summed
9.4	Fidelity SAI Real Estate Fund Fund S000085735 · Registered fund · Jul 31, 2026 Fidelity Summer Street Trust, not summed	395,321	0.32%	+161,200	Jul 31, 2026	Fidelity Summer Street Trust, not summed
9.5	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	294,200	0.24%	+63,500	Jun 30, 2026	Variable Insurance Products Fund III, not summed
10	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	4,687,726	3.85%	+96,368	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,909,630	3.21%	+5,206	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	3,724,582	3.06%	-81,943	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,825,670	2.32%	-14,875	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	2,540,474	2.09%	+200,025	Sep 30, 2026
15	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Sep 30, 2026	2,116,670	1.74%	+305,986	Sep 30, 2026
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,808,538	1.48%	+10,254	Sep 30, 2026
16.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	632,584	0.52%	-35,805	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	460,305	0.38%	-11,254	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	233,186	0.19%	+13,174	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	162,131	0.13%	+738	Jul 31, 2026	Dimensional ETF Trust, not summed
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,236	1.35%	+122,128	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	912,213	0.75%	+89,847	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	280,650	0.23%	+37,004	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	123,767	0.10%	+524	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	70,131	0.06%	+2,244	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	69,326	0.06%	+886	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,629,795	1.34%	+40,973	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,536,249	1.26%	+31,497	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	12,154	0.01%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
20	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,465,733	1.20%	+885,795	Jun 30, 2026	carried, not yet filed for the newest quarter
21	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,421,561	1.17%	+1,246,211	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,327,562	1.09%	+30,760	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,991	1.07%	+277,000	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	1,064,017	0.87%	+256,835	Sep 30, 2026
25	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,023,572	0.84%	-52,833	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	989,742	0.81%	-48,641	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	48,045	0.04%	+6,780	Jun 30, 2026	Northern Funds, not summed
26.2	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,949	0.01%	-3,031	Jun 30, 2026	Northern Funds, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,738	0.00%	-1,034	Jul 31, 2026	FlexShares Trust, not summed
26.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	390	0.00%	-168	Jul 31, 2026	FlexShares Trust, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Sep 30, 2026	986,460	0.81%	+29,206	Sep 30, 2026
27.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	400	0.00%	-1	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
27.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	322	0.00%	+150	Jul 31, 2026	E Trade Trust, not summed
27.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	131	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	53	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	984,628	0.81%	+295,265	Sep 30, 2026
28.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	11,030	0.01%	+12	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	SHIFFMAN GARY A Insider CIK 1171077 · Jun 24, 2026 Director, issuer-wide	950,839	0.78%	-25,031	Jun 24, 2026	Director, issuer-wide
30	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Sep 30, 2026	912,359	0.75%	+455,613	Sep 30, 2026
31	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	866,101	0.71%	+444,173	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	822,717	0.68%	+8,720	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
33	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Sep 30, 2026	804,885	0.66%	+457,365	Sep 30, 2026
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Sep 30, 2026	771,808	0.63%	+33,345	Sep 30, 2026
35	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Sep 30, 2026	728,605	0.60%	-198,444	Sep 30, 2026
35.1	Global Real Estate Securities Fund Fund S000006866 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	160,639	0.13%	-14,249	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
35.2	Global Real Estate Securities Fund Fund S000001579 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	50,469	0.04%	-16,597	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
35.3	Tax-Managed Real Assets Fund Fund S000064943 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	15,400	0.01%	-45,498	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
35.4	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	7,756	0.01%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
35.5	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	5,328	0.00%	+191	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
36	LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 13F CIK 1085601 · Registered investment adviser · Sep 30, 2026	712,164	0.58%	+618,499	Sep 30, 2026
37	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Sep 30, 2026	698,507	0.57%	-37,805	Sep 30, 2026
37.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	18,321	0.02%	-1,100	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
37.2	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,900	0.00%	-900	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
37.3	SIIT MULTI-ASSET REAL RETURN FUND Fund S000033123 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,919	0.00%	+43	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
37.4	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	566	0.00%	0	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
37.5	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	272	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
38	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Sep 30, 2026	670,852	0.55%	-233,408	Sep 30, 2026
38.1	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	103,082	0.08%	-75,418	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
38.2	DWS RREEF Global Real Estate Securities Fund Fund S000032044 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	17,547	0.01%	-2,868	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
38.3	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	6,316	0.01%	+5,923	Aug 31, 2026	DBX ETF Trust, not summed
38.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,067	0.00%	+199	Aug 31, 2026	DBX ETF Trust, not summed
38.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,085	0.00%	-10	Aug 31, 2026	DBX ETF Trust, not summed
39	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	623,891	0.51%	+55,378	Jun 30, 2026	carried, not yet filed for the newest quarter
40	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 13F CIK 1033984 · Registered investment adviser · Sep 30, 2026	617,007	0.51%	-150,872	Sep 30, 2026
41	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	573,646	0.47%	-27,879	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	557,257	0.46%	+557,257	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	497,074	0.41%	+417,700	Jun 30, 2026	Bridge Builder Trust, not summed
44	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	480,074	0.39%	-176,706	Sep 30, 2026
44.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	202,784	0.17%	-218,648	Jun 30, 2026	TIAA-CREF Funds, not summed
44.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	102,773	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
44.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	74,541	0.06%	-133,239	Jun 30, 2026	College Retirement Equities Fund, not summed
44.4	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	66,059	0.05%	-48,823	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
44.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	44,668	0.04%	+5,536	Jul 31, 2026	TIAA-CREF Funds, not summed
45	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	479,072	0.39%	+46,390	Sep 30, 2026
45.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	264,966	0.22%	+2,217	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
45.2	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	100,257	0.08%	+10,397	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
45.3	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	58,756	0.05%	+9,990	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
45.4	First Trust S&P REIT Index Fund Fund S000017163 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	15,317	0.01%	+556	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
45.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,055	0.01%	+1,315	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
46	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	463,289	0.38%	+211,316	Sep 30, 2026
47	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Sep 30, 2026	457,164	0.38%	+85,571	Sep 30, 2026
48	THE HARTFORD EQUITY INCOME FUND Fund S000003611 · Registered fund · Jul 31, 2026 HARTFORD MUTUAL FUNDS, INC, not summed	445,857	0.37%	-9,698	Jul 31, 2026	HARTFORD MUTUAL FUNDS, INC, not summed
49	THE HARTFORD BALANCED INCOME FUND Fund S000012949 · Registered fund · Jul 31, 2026 HARTFORD MUTUAL FUNDS, INC, not summed	443,249	0.36%	-17,314	Jul 31, 2026	HARTFORD MUTUAL FUNDS, INC, not summed
50	Hudson Bay Capital Management LP 13F CIK 1393825 · Registered investment adviser · Sep 30, 2026	407,226	0.33%	-56,627	Sep 30, 2026

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Key facts CIK 912593 CUSIP 866674104 13F (30d) 439 filings 391 filers Visit website Investor relations