Among active 13F managers last quarter, 1 opened and 23 added, while 22 reduced; the largest holder to move was Dodge & Cox (−1.6%). Over the last 180 days, 2 insiders sold and none bought, a net -$6.0M in open-market trades.
The legs disagree, or only one of them leans.
464 tracked 13F filers disclose a position in SUI as of the latest SEC 13F filings, a combined $13.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 14.3M | $1.8B | ▼−1.6% Reduced · −226K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 13.8M | $1.6B | ▲+8.5% Added · +1.1M sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 10.3M | $1.2B | ▲+0.9% Added · +95K sh | Q2 2026 | |
| 4 | Norges Bank | 6.1M | $753.4M | ▼−17% Reduced · −1.2M sh | Q4 2025 | |
| 5 | Vanguard Capital Management LLC | 5.5M | $658.8M | ▲+0.8% Added · +41K sh | Q2 2026 | |
| 6 | Price T Rowe Associates Inc | 5.4M | $646.2M | ▼−2.5% Reduced · −140K sh | Q2 2026 | |
| 7 | State Street Corp | 5.0M | $606.1M | ▼−3.9% Reduced · −204K sh | Q2 2026 | |
| 8 | FMR LLC | 4.6M | $547.4M | ▼−8.4% Reduced · −418K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 2.3M | $279.8M | ▼−1.9% Reduced · −45K sh | Q2 2026 | |
| 10 | Dimensional Fund Advisors LP | 1.8M | $228.3M | ▲+2.9% Added · +52K sh | Q1 2026 | |
| 11 | Daiwa Securities Group Inc. | 1.8M | $217.1M | ▲+2.4% Added · +42K sh | Q2 2026 | |
| 12 | Charles Schwab Investment Management Inc | 1.5M | $192.2M | ▲+3.8% Added · +55K sh | Q1 2026 | |
| 13 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 1.5M | $189.5M | ▲+2.1% Added · +31K sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 1.5M | $175.8M | ▲+153% Added · +886K sh | Q2 2026 | |
| 15 | Deutsche Bank AG | 1.2M | $155.6M | ▼−0.7% Reduced · −9K sh | Q1 2026 | |
| 16 | Nuveen, LLC | 1.1M | $141.6M | ▲+14% Added · +141K sh | Q1 2026 | |
| 17 | Legal & General Group Plc | 1.1M | $135.6M | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 1.0M | $130.8M | ▼~0% Reduced · −339 sh | Q1 2026 | |
| 19 | Canada Pension Plan Investment Board | 1.0M | $129.9M | —Held | Q1 2026 | |
| 20 | Russell Investments Group, Ltd. | 975K | $122.8M | ▲+22% Added · +177K sh | Q1 2026 | |
| 21 | JPMorgan Chase & Co | 894K | $112.8M | ▲+37% Added · +243K sh | Q1 2026 | |
| 22 | Morgan Stanley | 807K | $101.6M | ▼−16% Reduced · −148K sh | Q1 2026 | |
| 23 | Sei Investments Co | 772K | $97.2M | ▲+33% Added · +192K sh | Q1 2026 | |
| 24 | Cbre Investment Management Listed Real Assets LLC | 768K | $92.1M | ▲+43% Added · +231K sh | Q2 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 738K | $88.5M | ▲+1.1% Added · +8K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SUI and 23 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 258 funds | $276.1B |
| Nvidia CorpNVDA | 255 funds | $442.6B |
| Amazon.com IncAMZN | 254 funds | $215.5B |
| Apple IncAAPL | 251 funds | $312.2B |
| Meta Platforms Inc-Class AMETA | 250 funds | $120.8B |
| Alphabet Inc-CL AGOOGL | 248 funds | $191.8B |
| Eli Lilly & CoLLY | 247 funds | $85.2B |
| JPMorgan Chase & CoJPM | 247 funds | $69.3B |
| Broadcom IncAVGO | 245 funds | $170.6B |
| Alphabet Inc-CL CGOOG | 242 funds | $134.4B |
| Johnson & JohnsonJNJ | 242 funds | $52.9B |
| Procter & Gamble CoPG | 242 funds | $30.1B |
Ranked by how many of SUI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SUI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 24, 2026 | Shiffman Gary A | Director | Sell (S) | 25K | $3.0M |
| May 26, 2026 | Castro-Caratini Fernando | EVP, CFO, Sec. & Treas. | Sell (S) 2 lots, same day | 24K | $3.0M |
| Mar 5, 2026 | Lewis Clunet R | Director | Sell (S) 2 lots, same day | 7K | $953K |
| Feb 27, 2026 | Lewis Clunet R | Director | Sell (S) 2 lots, same day | 7K | $956K |
| Dec 17, 2025 | Shiffman Gary A | Director | Sell (S) | 157K | $19.4M |
| Nov 10, 2025 | Lewis Clunet R | Director | Sell (S) 2 lots, same day | 4K | $505K |
| May 23, 2025 | Blau Jeff | Director | Buy (P) | 4K | $432K |
| Aug 5, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell (S) | 3K | $394K |
| Mar 28, 2024 | Leupold Craig | Director | Sell (S) 3 lots, same day | 3K | $321K |
| Mar 22, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell (S) | 4K | $526K |
| Mar 5, 2024 | Lewis Clunet R | Director | Sell (S) | 500 | $66K |
| Nov 30, 2023 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell (S) | 2K | $258K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 48 | – |
Insiders Form 4 open-market | 0 | 2 | -$6.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SUI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SUI/capital-change-brief"
Use Arkolith's capital_change_brief for SUI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SUI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.