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BlackRock Institutional Trust’s Sun Communities SUI Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$194M Buy
2,526,789
+241,271
+11% +$18M 0.03% 590
2016
Q3 		$179M Sell
2,285,518
-14,613
-0.6% -$1.13M 0.03% 593
2016
Q2 		$176M Buy
2,300,131
+202,909
+10% +$14.3M 0.03% 594
2016
Q1 		$150M Buy
2,097,222
+80,780
+4% +$5.45M 0.02% 654
2015
Q4 		$138M Buy
2,016,442
+134,164
+7% +$9.04M 0.02% 696
2015
Q3 		$128M Buy
1,882,278
+30,041
+2% +$2M 0.02% 709
2015
Q2 		$115M Sell
1,852,237
-32,738
-2% -$2.07M 0.02% 818
2015
Q1 		$126M Buy
1,884,975
+101,458
+6% +$6.81M 0.02% 790
2014
Q4 		$108M Buy
1,783,517
+60,610
+4% +$3.45M 0.02% 831
2014
Q3 		$87M Buy
1,722,907
+107,093
+7% +$5.62M 0.01% 932
2014
Q2 		$80.5M Buy
1,615,814
+30,285
+2% +$1.43M 0.01% 1020
2014
Q1 		$71.5M Buy
1,585,529
+145,436
+10% +$6.56M 0.01% 1063
2013
Q4 		$61.4M Buy
1,440,093
+49,405
+4% +$2.1M 0.01% 1135
2013
Q3 		$59.3M Buy
1,390,688
+46,969
+3% +$2.22M 0.01% 1097
2013
Q2 		$66.9M Buy
+1,343,719
New +$67.7M 0.01% 972

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

BlackRock Institutional Trust's SUI Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Sun Communities (SUI) stake by 11% in Q4 2016, buying an estimated $18M and bringing the position to 2,526,789 shares worth $194M. The position accounts for 0.03% of the portfolio, ranked #590.

BlackRock Institutional Trust first reported a position in SUI in Q2 2013 and has held it in 15 quarters since. 260 funds tracked by Wall St. Rank hold SUI as of Q4 2016.

  • BlackRock Institutional Trust held 2,526,789 shares of Sun Communities worth $194M as of Q4 2016.
  • BlackRock Institutional Trust bought 241,271 Sun Communities shares in Q4 2016, an estimated $18M.
  • Sun Communities made up 0.03% of BlackRock Institutional Trust's portfolio in Q4 2016, its #590 holding.
  • BlackRock Institutional Trust first reported a position in Sun Communities in Q2 2013 and has held it in 15 quarters since.
  • 260 funds tracked by Wall St. Rank held Sun Communities as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.