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B. Metzler seel. Sohn & Co’s Sun Communities SUI Stock Holding History

B. Metzler seel. Sohn & Co’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$358K Hold
2,841
– – ﹤0.01% 672
2025
Q4 		$352K Hold
2,841
– – ﹤0.01% 676
2025
Q3 		$366K Hold
2,841
– – ﹤0.01% 679
2025
Q2 		$359K Hold
2,841
– – ﹤0.01% 678
2025
Q1 		$365K Sell
2,841
-48
-2% -$6.14K ﹤0.01% 668
2024
Q4 		$355K Hold
2,889
– – ﹤0.01% 684
2024
Q3 		$390K Hold
2,889
– – ﹤0.01% 677
2024
Q2 		$348K Sell
2,889
-2,879
-50% -$342K ﹤0.01% 675
2024
Q1 		$742K Buy
5,768
+200
+4% +$26K 0.01% 567
2023
Q4 		$744K Hold
5,568
– – 0.01% 547
2023
Q3 		$659K Hold
5,568
– – 0.01% 542
2023
Q2 		$726K Sell
5,568
-4,226
-43% -$565K 0.01% 530
2023
Q1 		$1.38M Buy
9,794
+2,185
+29% +$319K 0.02% 382
2022
Q4 		$1.09M Buy
7,609
+5,313
+231% +$726K 0.02% 411
2022
Q3 		$311K Hold
2,296
– – 0.01% 627
2022
Q2 		$366K Hold
2,296
– – 0.01% 612
2022
Q1 		$402K Buy
2,296
+104
+5% +$19.3K 0.01% 642
2021
Q4 		$459K Buy
2,192
+437
+25% +$86.1K 0.01% 578
2021
Q3 		$325K Hold
1,755
– – ﹤0.01% 630
2021
Q2 		$301K Buy
1,755
+411
+31% +$68.1K ﹤0.01% 619
2021
Q1 		$202K Hold
1,344
– – ﹤0.01% 665
2020
Q4 		$201K Buy
+1,344
New +$194K ﹤0.01% 651

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Metzler seel. Sohn & Co's SUI Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co held its Sun Communities (SUI) position steady in Q1 2026 at 2,841 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

B. Metzler seel. Sohn & Co first reported a position in SUI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q1 2023. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 2,841 shares of Sun Communities worth $358K as of Q1 2026.
  • B. Metzler seel. Sohn & Co left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #672 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Sun Communities in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Sun Communities position peaked at $1.38M in Q1 2023.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.