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Bayforest Capital’s Sun Communities SUI Stock Holding History

Bayforest Capital’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
2025
Q4 		– Sell
-5,946
Closed -$767K – 955
2025
Q3 		$767K Buy
+5,946
New +$752K 0.36% 44
2025
Q2 		– Sell
-89
Closed -$11.4K – 904
2025
Q1 		$11.4K Sell
89
-2,007
-96% -$257K 0.01% 654
2024
Q4 		$258K Buy
+2,096
New +$268K 0.32% 67

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bayforest Capital's SUI Position: Q4 2025 in Review

Bayforest Capital sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 5,946 shares — an estimated $767K sold.

Bayforest Capital first reported a position in SUI in Q4 2024 and held it in 3 quarters. The position peaked at $767K in Q3 2025. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Bayforest Capital reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Bayforest Capital sold 5,946 Sun Communities shares in Q4 2025, an estimated $767K.
  • Bayforest Capital first reported a position in Sun Communities in Q4 2024 and held it in 3 quarters.
  • Bayforest Capital's Sun Communities position peaked at $767K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Bayforest Capital's 13F filing for Q4 2025, filed 27 Jan 2026.