L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 8 listed it in both
Shares listed
35,299,784
combined, among listed positions
Reported value
$4.4bn
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -254,564.

Managers listing SUI in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Dodge & Cox14,491,865$1.8bn0.97%Added+11,05013 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc5,560,075$689m0.07%Trimmed-813,46317 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP5,039,870$624m0.11%Added+554,07517 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,868,784$603munder 0.1%Trimmed-408,85317 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,253,123$155munder 0.1%Trimmed-114,35317 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC942,435$117munder 0.1%Added+169,10712 Feb 2026 (the filing on sec.gov)
Millennium Management LLC773,961$96munder 0.1%Added+88,63717 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC767,190$95m0.12%Added+463,31217 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP272,213$34munder 0.1%Added+69,21817 Feb 2026 (the filing on sec.gov)
Invesco Ltd264,235$33munder 0.1%Added+22,12319 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC203,015$25munder 0.1%Trimmed-40,66227 Oct 2026 (the filing on sec.gov)
AllianceBernstein LP183,282$23munder 0.1%Added+3,99517 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC152,462$19munder 0.1%Added+94,46917 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP151,440$19munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP126,426$16m0.05%Newnew13 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP51,126$6.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co42,273$5.2munder 0.1%Trimmed-5,93723 Jan 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC30,584$3.8munder 0.1%Added+23,63217 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC28,492$3.5munder 0.1%Trimmed-27,08813 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd28,294$3.5munder 0.1%Added+5,89817 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP13,532$1.7m0.06%Newnew10 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc12,065$1.5munder 0.1%Held05 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC9,100$1.1munder 0.1%Trimmed-73,94613 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP8,384$1.0munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Man Group PLC6,900$855kunder 0.1%Trimmed-1,60017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SUI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$267mn.a.n.a.
Q4 20132$14mn.a.n.a.
Q1 20143$68mn.a.n.a.
Q2 20141$25mn.a.n.a.
Q3 20141$321mn.a.n.a.
Q4 20141$391mn.a.n.a.
Q1 20152$451mn.a.n.a.
Q2 20152$404mn.a.n.a.
Q3 20152$561mn.a.n.a.
Q4 20154$649mn.a.n.a.
Q1 20166$635mn.a.n.a.
Q2 20164$465mn.a.n.a.
Q3 20166$751mn.a.n.a.
Q4 20164$711mn.a.n.a.
Q1 20176$737mn.a.n.a.
Q2 20179$1.0bnn.a.n.a.
Q3 20179$925mn.a.n.a.
Q4 20177$669mn.a.n.a.
Q1 201810$656mn.a.n.a.
Q2 20189$847mn.a.n.a.
Q3 20189$981mn.a.n.a.
Q4 201810$1.1bnn.a.n.a.
Q1 201912$1.3bnn.a.n.a.
Q2 201910$1.4bnn.a.n.a.
Q3 201911$1.4bnn.a.n.a.
Q4 201916$1.8bnn.a.n.a.
Q1 202014$1.7bnn.a.n.a.
Q2 202013$1.9bnn.a.n.a.
Q3 202012$2.0bnn.a.n.a.
Q4 202010$1.2bnn.a.n.a.
Q1 202113$1.5bnn.a.n.a.
Q2 202110$1.5bnn.a.n.a.
Q3 202116$1.6bnn.a.n.a.
Q4 202119$2.5bnn.a.n.a.
Q1 202213$1.9bnn.a.n.a.
Q2 202212$1.7bnn.a.n.a.
Q3 202215$1.6bnn.a.n.a.
Q4 202212$1.7bnn.a.n.a.
Q1 202315$1.9bnn.a.n.a.
Q2 202312$1.3bnn.a.n.a.
Q3 202311$844mn.a.n.a.
Q4 202315$1.2bn95
Q1 202410$2.1bn73
Q2 202412$2.1bn83
Q3 202411$2.7bn83
Q4 202412$3.4bn56
Q1 20259$4.0bn36
Q2 20258$3.9bn53
Q3 20258$4.1bn53
Q4 20259$3.9bn1813
Q1 202610$4.0bn1221
Q2 20269$2.8bn1812

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SUI and WELL →SUI and EQIX →SUI and PLD →Choose a stock to compare with SUI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SUI, latest filings →Back to the 13F Explorer →