Baillie Gifford & Co’s Sun Communities SUI Stock Holding History

Baillie Gifford & 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	$4.8M	Sell	38,096 -4,177	-10%	-$540K	﹤0.01%	236
2025 Q4	$5.24M	Sell	42,273 -5,937	-12%	-$743K	﹤0.01%	237
2025 Q3	$6.22M	Buy	48,210 +10,127	+27%	+$1.28M	﹤0.01%	232
2025 Q2	$4.82M	Buy	38,083 +370	+1%	+$45.9K	﹤0.01%	226
2025 Q1	$4.85M	Sell	37,713 -3,469	-8%	-$444K	﹤0.01%	228
2024 Q4	$5.06M	Sell	41,182 -31,965	-44%	-$4.09M	﹤0.01%	227
2024 Q3	$9.89M	Sell	73,147 -13,544	-16%	-$1.78M	0.01%	212
2024 Q2	$10.4M	Sell	86,691 -25,342	-23%	-$3.01M	0.01%	210
2024 Q1	$14.4M	Buy	112,033 +15,333	+16%	+$1.99M	0.01%	204
2023 Q4	$12.9M	Buy	+96,700	New	+$11.6M	0.01%	206

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co's SUI Position: Q1 2026 in Review

Baillie Gifford & Co reduced its Sun Communities (SUI) stake by 9.9% in Q1 2026, selling an estimated $540K and leaving 38,096 shares worth $4.8M. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Baillie Gifford & Co first reported a position in SUI in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.4M in Q1 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Baillie Gifford & Co held 38,096 shares of Sun Communities worth $4.8M as of Q1 2026.
Baillie Gifford & Co sold 4,177 Sun Communities shares in Q1 2026, an estimated $540K.
Sun Communities made up ﹤0.01% of Baillie Gifford & Co's portfolio in Q1 2026, its #236 holding.
Baillie Gifford & Co first reported a position in Sun Communities in Q4 2023 and has held it in 10 quarters since.
Baillie Gifford & Co's Sun Communities position peaked at $14.4M in Q1 2024.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.