Baird Financial Group
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Baird Financial Group’s Sun Communities SUI Stock Holding History

Baird Financial Group’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
Q2 		– Sell
-4,094
Closed -$516K – 1982
2026
Q1 		$516K Sell
4,094
-263
-6% -$34K ﹤0.01% 1469
2025
Q4 		$540K Buy
4,357
+171
+4% +$21.4K ﹤0.01% 1450
2025
Q3 		$540K Sell
4,186
-261
-6% -$33K ﹤0.01% 1445
2025
Q2 		$563K Buy
4,447
+166
+4% +$20.6K ﹤0.01% 1384
2025
Q1 		$551K Sell
4,281
-100
-2% -$12.8K ﹤0.01% 1367
2024
Q4 		$539K Buy
4,381
+238
+6% +$30.5K ﹤0.01% 1360
2024
Q3 		$560K Sell
4,143
-64
-2% -$8.42K ﹤0.01% 1338
2024
Q2 		$506K Buy
4,207
+36
+0.9% +$4.28K ﹤0.01% 1384
2024
Q1 		$536K Buy
4,171
+783
+23% +$102K ﹤0.01% 1359
2023
Q4 		$453K Buy
3,388
+972
+40% +$117K ﹤0.01% 1384
2023
Q3 		$286K Buy
+2,416
New +$307K ﹤0.01% 1518
2022
Q3 		– Sell
-2,672
Closed -$426K – 1836
2022
Q2 		$426K Buy
2,672
+39
+1% +$6.54K ﹤0.01% 1407
2022
Q1 		$461K Buy
2,633
+53
+2% +$9.85K ﹤0.01% 1444
2021
Q4 		$542K Buy
2,580
+266
+11% +$52.4K ﹤0.01% 1442
2021
Q3 		$428K Buy
+2,314
New +$447K ﹤0.01% 1529
2020
Q3 		– Sell
-5,079
Closed -$689K – 1570
2020
Q2 		$689K Buy
+5,079
New +$674K ﹤0.01% 1056

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baird Financial Group's SUI Position: Q2 2026 in Review

Baird Financial Group sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 4,094 shares — an estimated $516K sold.

Baird Financial Group first reported a position in SUI in Q2 2020 and held it in 16 quarters. The position peaked at $689K in Q2 2020. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Baird Financial Group reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Baird Financial Group sold 4,094 Sun Communities shares in Q2 2026, an estimated $516K.
  • Baird Financial Group first reported a position in Sun Communities in Q2 2020 and held it in 16 quarters.
  • Baird Financial Group's Sun Communities position peaked at $689K in Q2 2020.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.