Sun Life Financial Inc reported 47 holdings worth US$1.95M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Sun Life Financial Inc reported 47 holdings worth US$1.95M as of Jun 30, 2026. Largest: Crescent Capital Bdc, Inc., Vivid Seats Inc. and Equinix, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$1.95M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Crescent Capital Bdc, Inc. | 2.23M | US$24.3M | 1245.3% |
| Vivid Seats Inc. | 416K | US$2.71M | 138.8% |
| Equinix, Inc. | 1,666 | US$1.74M | 89.0% |
| Simon Property Group, Inc. | 6,535 | US$1.46M | 74.9% |
| Digital Realty Trust, Inc. | 8,136 | US$1.46M | 74.8% |
| Welltower Inc. | 5,760 | US$1.31M | 67.0% |
| First Industrial Realty Trust, Inc. | 17,185 | US$1.05M | 54.0% |
| Prologis, Inc. | 7,682 | US$1.04M | 53.3% |
| Ventas, Inc. | 5,949 | US$528K | 27.0% |
| Inventrust Properties Corp. | 13,122 | US$465K | 23.8% |
| Phillips Edison & Company, Inc. | 10,630 | US$442K | 22.6% |
| Equity Residential | 4,805 | US$326K | 16.7% |
| Mid-america Apartment Communities, Inc. | 2,266 | US$315K | 16.1% |
| Kite Realty Group Trust | 10,705 | US$304K | 15.6% |
| Camden Property Trust | 2,181 | US$250K | 12.8% |
| Udr, Inc. | 4,708 | US$188K | 9.6% |
| Avalonbay Communities, Inc. | 992 | US$187K | 9.6% |
| Kimco Realty Corporation (hc) | 5,911 | US$150K | 7.7% |
| Regency Centers Corporation | 1,773 | US$141K | 7.2% |
| Acadia Realty Trust | 6,635 | US$139K | 7.1% |
| Beasley Broadcast Group, Inc. | 1,524 | US$40,000 | 2.0% |