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Brinker Capital Investments’s Sun Communities SUI Stock Holding History

Brinker Capital Investments’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 		$1.08M Sell
8,603
-78
-0.9% -$10.1K 0.01% 1075
2025
Q4 		$1.08M Sell
8,681
-546
-6% -$68.3K 0.01% 1202
2025
Q3 		$1.19M Sell
9,227
-108
-1% -$13.7K 0.01% 1130
2025
Q2 		$1.18M Buy
9,335
+117
+1% +$14.5K 0.01% 1091
2025
Q1 		$1.19M Buy
9,218
+142
+2% +$18.2K 0.01% 992
2024
Q4 		$1.12M Sell
9,076
-1,216
-12% -$156K 0.01% 987
2024
Q3 		$1.39M Sell
10,292
-660
-6% -$86.8K 0.01% 874
2024
Q2 		$1.32M Sell
10,952
-1,158
-10% -$138K 0.01% 849
2024
Q1 		$1.56M Sell
12,110
-1,017
-8% -$132K 0.02% 779
2023
Q4 		$1.77M Sell
13,127
-2,216
-14% -$267K 0.02% 696
2023
Q3 		$1.82M Sell
15,343
-599
-4% -$76K 0.02% 656
2023
Q2 		$2.08M Sell
15,942
-1,087
-6% -$145K 0.02% 634
2023
Q1 		$2.4M Sell
17,029
-594
-3% -$86.8K 0.03% 523
2022
Q4 		$2.52M Buy
17,623
+449
+3% +$61.3K 0.05% 390
2022
Q3 		$2.32M Buy
17,174
+438
+3% +$69.3K 0.05% 395
2022
Q2 		$2.67M Buy
16,736
+200
+1% +$33.6K 0.05% 366
2022
Q1 		$2.9M Buy
16,536
+146
+0.9% +$27.1K 0.04% 399
2021
Q4 		$3.44M Sell
16,390
-1,527
-9% -$301K 0.05% 375
2021
Q3 		$3.07M Hold
17,917
– – 0.05% 408
2021
Q2 		$3.07M Buy
17,917
+14,626
+444% +$2.42M 0.04% 463
2021
Q1 		$494K Sell
3,291
-26,699
-89% -$3.94M 0.01% 911
2020
Q4 		$4.56M Buy
29,990
+14,955
+99% +$2.16M 0.07% 337
2020
Q3 		$2.12M Buy
+15,035
New +$2.16M 0.04% 452
2019
Q3 		– Sell
-1,035
Closed -$133K – 928
2019
Q2 		$133K Buy
1,035
+1,018
+5,988% +$126K ﹤0.01% 440
2019
Q1 		$2K Buy
+17
New +$1.89K ﹤0.01% 788
2014
Q2 		– Sell
-740
Closed -$33K – 402
2014
Q1 		$33K Buy
+740
New +$33.4K ﹤0.01% 303

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

Brinker Capital Investments's SUI Position: Q1 2026 in Review

Brinker Capital Investments reduced its Sun Communities (SUI) stake by 0.9% in Q1 2026, selling an estimated $10.1K and leaving 8,603 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1075.

Brinker Capital Investments first reported a position in SUI in Q1 2014 and has held it in 26 quarters since. The position peaked at $4.56M in Q4 2020. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Brinker Capital Investments held 8,603 shares of Sun Communities worth $1.08M as of Q1 2026.
  • Brinker Capital Investments sold 78 Sun Communities shares in Q1 2026, an estimated $10.1K.
  • Sun Communities made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1075 holding.
  • Brinker Capital Investments first reported a position in Sun Communities in Q1 2014 and has held it in 26 quarters since.
  • Brinker Capital Investments's Sun Communities position peaked at $4.56M in Q4 2020.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.