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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Baird Financial Group's SUI Position: Q1 2026 in Review

Baird Financial Group reduced its Sun Communities (SUI) stake by 6% in Q1 2026, selling an estimated $34K and leaving 4,094 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Baird Financial Group first reported a position in SUI in Q2 2020 and has held it in 16 quarters since. The position peaked at $689K in Q2 2020. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Baird Financial Group held 4,094 shares of Sun Communities worth $516K as of Q1 2026.
  • Baird Financial Group sold 263 Sun Communities shares in Q1 2026, an estimated $34K.
  • Sun Communities made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1469 holding.
  • Baird Financial Group first reported a position in Sun Communities in Q2 2020 and has held it in 16 quarters since.
  • Baird Financial Group's Sun Communities position peaked at $689K in Q2 2020.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.