Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
494 institutional managers reported holding SUI for the quarter ended Mar 31, 2026. Together they hold about 93% of shares outstanding; the top 10 hold 65%. 58 opened new positions; 91 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 16.78M | 13.37% | $2.11B | added +0.7% | ≤2013 |
| Dodge & Cox | 14.27M | 11.37% | $1.80B | trimmed -1.6% | 2024 Q1 |
| BlackRock | 12.68M | 10.11% | $1.60B | added +18.9% | ≤2013 |
| Cohen & Steers | 12.06M | 9.61% | $1.52B | added +19.9% | ≤2013 |
| Wellington Management | 5.84M | 4.66% | $735.2M | added +15.9% | 2015 Q2 |
| T. Rowe Price | 5.53M | 4.41% | $695.7M | trimmed -0.6% | ≤2013 |
| State Street | 5.21M | 4.15% | $656.0M | trimmed -1.7% | ≤2013 |
| FMR (Fidelity) | 4.98M | 3.97% | $627.1M | added +2.4% | ≤2013 |
| Geode Capital | 2.39M | 1.90% | $300.2M | added +2% | ≤2013 |
| Dimensional Fund Advisors | 1.81M | 1.44% | $228.0M | added +2.9% | ≤2013 |
| UBS | 1.80M | 1.44% | $226.8M | added +7.8% | ≤2013 |
| Daiwa Securities Group INC. | 1.77M | 1.41% | $222.5M | added +17% | ≤2013 |
| Charles Schwab Investment Management | 1.53M | 1.22% | $192.0M | added +3.8% | ≤2013 |
| Deutsche Bank AG\ | 1.24M | 0.98% | $155.4M | trimmed -0.7% | 2013 Q3 |
| Nuveen | 1.12M | 0.90% | $141.5M | added +14.4% | 2014 Q4 |
| Legal & General Group PLC | 1.08M | 0.86% | $135.4M | unchanged | ≤2013 |
| Northern Trust | 1.04M | 0.83% | $130.7M | unchanged | ≤2013 |
| CPP Investment Board | 1.03M | 0.82% | $129.7M | unchanged | 2017 Q1 |
| Russell Investments Group, LTD. | 975.0k | 0.78% | $122.7M | added +22.1% | 2016 Q4 |
| Morgan Stanley | 806.6k | 0.64% | $101.5M | trimmed -15.5% | ≤2013 |
| SEI Investments CO | 772.0k | 0.61% | $97.1M | added +33.1% | 2013 Q4 |
| BNY Mellon | 682.5k | 0.54% | $85.9M | trimmed -1.4% | ≤2013 |
| Hsbc Holdings PLC | 601.5k | 0.48% | $75.7M | added +0.8% | ≤2013 |
| Citadel Advisors | 579.9k | 0.46% | $73.0M | trimmed -53.7% | ≤2013 |
| Bank OF America CORP /DE/ | 568.5k | 0.45% | $71.5M | added +9.4% | ≤2013 |
| Cbre Investment Management Listed Real Assets LLC | 536.7k | 0.43% | $67.5M | added +104.7% | ≤2013 |
| Susquehanna International Group | 509.3k | 0.41% | $64.1M | added +87.1% | 2019 Q2 |
| Sumitomo Mitsui Trust Group, INC. | 435.4k | 0.35% | $54.8M | added +3.9% | ≤2013 |
| Qube Research & Technologies LTD | 428.0k | 0.34% | $53.8M | trimmed -8.9% | 2025 Q3 |
| Balyasny Asset Management | 421.9k | 0.34% | $53.1M | trimmed -45% | 2019 Q4 |
| Mitsubishi UFJ Asset Management CO., LTD. | 420.3k | 0.34% | $52.9M | added +14.2% | ≤2013 |
| Gw&k Investment Management, LLC | 392.9k | 0.31% | $49.4M | trimmed -1.3% | 2015 Q4 |
| APG Asset Management N.v. | 366.6k | 0.29% | $46.1M | unchanged | 2019 Q2 |
| Swiss National Bank | 362.9k | 0.29% | $45.7M | added +5.8% | ≤2013 |
| Vision Capital CORP (focused) | 330.8k | 0.26% | $41.6M | added +16.8% | 2022 Q1 |
| American Century Companies INC | 325.2k | 0.26% | $40.9M | added +74.5% | 2014 Q1 |
| Amundi | 312.1k | 0.25% | $39.3M | added +19.7% | 2017 Q4 |
| First Trust Advisors LP | 282.1k | 0.23% | $35.5M | trimmed -8.1% | ≤2013 |
| BNP Paribas Financial Markets | 277.6k | 0.22% | $34.9M | trimmed -15.1% | ≤2013 |
| Land & Buildings Investment Management, LLC (focused) | 275.7k | 0.22% | $34.7M | trimmed -3.4% | 2021 Q4 |
| Cramer Rosenthal Mcglynn LLC | 268.5k | 0.21% | $33.8M | added +5.6% | 2023 Q3 |
| Prudential Financial INC | 264.2k | 0.21% | $33.2M | trimmed -15% | ≤2013 |
| Franklin Resources | 262.0k | 0.21% | $33.0M | trimmed -37.6% | 2020 Q4 |
| Invesco | 260.8k | 0.21% | $32.8M | trimmed -1.3% | ≤2013 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 259.9k | 0.21% | $32.7M | added +1.9% | 2025 Q1 |
| CalPERS | 257.2k | 0.20% | $32.4M | trimmed -8.8% | ≤2013 |
| Marshall Wace | 235.7k | 0.19% | $29.7M | added +2711% | 2025 Q4 |
| Canada Life Assurance CO | 230.8k | 0.18% | $29.0M | added +2.3% | 2013 Q4 |
| Whittier Trust CO | 227.2k | 0.18% | $28.6M | trimmed -14.1% | 2018 Q4 |
| Asset Management One CO., LTD. | 221.3k | 0.18% | $27.8M | trimmed -6% | ≤2013 |
Largest 50 of 494 shown; the full ranked, searchable register is at boothcheck.com/holders/SUI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.