Bailard’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Buy |
+1,600
| New | +$207K | ﹤0.01% | 705 |
|
|
2025
Q4 | – | Sell |
-1,605
| Closed | -$207K | – | 872 |
|
|
2025
Q3 | $207K | Buy |
1,605
+5
| +0.3% | +$632 | ﹤0.01% | 722 |
|
|
2025
Q2 | $202K | Sell |
1,600
-54
| -3% | -$6.7K | ﹤0.01% | 721 |
|
|
2025
Q1 | $213K | Hold |
1,654
| – | – | 0.01% | 681 |
|
|
2024
Q4 | $203K | Hold |
1,654
| – | – | 0.01% | 687 |
|
|
2024
Q3 | $224K | Buy |
+1,654
| New | +$218K | 0.01% | 684 |
|
|
2024
Q2 | – | Sell |
-1,700
| Closed | -$219K | – | 811 |
|
|
2024
Q1 | $219K | Hold |
1,700
| – | – | 0.01% | 668 |
|
|
2023
Q4 | $227K | Hold |
1,700
| – | – | 0.01% | 638 |
|
|
2023
Q3 | $201K | Hold |
1,700
| – | – | 0.01% | 661 |
|
|
2023
Q2 | $222K | Hold |
1,700
| – | – | 0.01% | 617 |
|
|
2023
Q1 | $239K | Sell |
1,700
-50
| -3% | -$7.31K | 0.01% | 581 |
|
|
2022
Q4 | $250K | Buy |
1,750
+150
| +9% | +$20.5K | 0.01% | 571 |
|
|
2022
Q3 | $217K | Hold |
1,600
| – | – | 0.01% | 560 |
|
|
2022
Q2 | $255K | Sell |
1,600
-120
| -7% | -$20.1K | 0.01% | 535 |
|
|
2022
Q1 | $301K | Hold |
1,720
| – | – | 0.01% | 530 |
|
|
2021
Q4 | $361K | Hold |
1,720
| – | – | 0.01% | 480 |
|
|
2021
Q3 | $318K | Hold |
1,720
| – | – | 0.01% | 515 |
|
|
2021
Q2 | $295K | Hold |
1,720
| – | – | 0.01% | 540 |
|
|
2021
Q1 | $258K | Sell |
1,720
-400
| -19% | -$59.1K | 0.01% | 571 |
|
|
2020
Q4 | $322K | Buy |
2,120
+120
| +6% | +$17.4K | 0.01% | 426 |
|
|
2020
Q3 | $281K | Hold |
2,000
| – | – | 0.01% | 399 |
|
|
2020
Q2 | $271K | Hold |
2,000
| – | – | 0.02% | 377 |
|
|
2020
Q1 | $250K | Hold |
2,000
| – | – | 0.02% | 363 |
|
|
2019
Q4 | $300K | Hold |
2,000
| – | – | 0.02% | 410 |
|
|
2019
Q3 | $297K | Hold |
2,000
| – | – | 0.02% | 404 |
|
|
2019
Q2 | $256K | Hold |
2,000
| – | – | 0.02% | 452 |
|
|
2019
Q1 | $237K | Hold |
2,000
| – | – | 0.01% | 461 |
|
|
2018
Q4 | $203K | Hold |
2,000
| – | – | 0.01% | 471 |
|
|
2018
Q3 | $203K | Buy |
+2,000
| New | +$200K | 0.01% | 519 |
|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$278K | – | 508 |
|
|
2017
Q4 | $278K | Hold |
3,000
| – | – | 0.02% | 383 |
|
|
2017
Q3 | $257K | Hold |
3,000
| – | – | 0.02% | 262 |
|
|
2017
Q2 | $263K | Hold |
3,000
| – | – | 0.02% | 250 |
|
|
2017
Q1 | $241K | Hold |
3,000
| – | – | 0.02% | 265 |
|
|
2016
Q4 | $230K | Sell |
3,000
-1,750
| -37% | -$131K | 0.02% | 279 |
|
|
2016
Q3 | $373K | Buy |
+4,750
| New | +$368K | 0.03% | 225 |
|
|
2016
Q2 | – | Sell |
-14,000
| Closed | -$1M | – | 321 |
|
|
2016
Q1 | $1M | Buy |
+14,000
| New | +$944K | 0.14% | 107 |
|
|
2015
Q3 | – | Sell |
-8,000
| Closed | -$495K | – | 273 |
|
|
2015
Q2 | $495K | Buy |
+8,000
| New | +$507K | 0.08% | 151 |
|
Other funds holding SUI
VPM
VCM
Bailard's SUI Position: Q1 2026 in Review
Bailard opened a new position in Sun Communities (SUI) in Q1 2026: 1,600 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Bailard previously reported a position in SUI as recently as Q3 2025.
Bailard first reported a position in SUI in Q2 2015 and has held it in 37 quarters since. The position peaked at $1M in Q1 2016. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- Bailard held 1,600 shares of Sun Communities worth $202K as of Q1 2026.
- Sun Communities was a new Bailard position in Q1 2026.
- Sun Communities made up ﹤0.01% of Bailard's portfolio in Q1 2026, its #705 holding.
- Bailard first reported a position in Sun Communities in Q2 2015 and has held it in 37 quarters since.
- Bailard's Sun Communities position peaked at $1M in Q1 2016.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.