Burns Matteson Capital Management’s Sun Communities SUI Stock Holding History

Burns Matteson Capital Management’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	$1.06M	Sell	8,829 -425	-5%	-$53.2K	0.33%	41
2026 Q1	$1.17M	Sell	9,254 -5,378	-37%	-$695K	0.43%	32
2025 Q4	$1.81M	Buy	14,632 +4,203	+40%	+$526K	0.64%	29
2025 Q3	$1.35M	Sell	10,429 -803	-7%	-$101K	0.53%	36
2025 Q2	$1.42M	Sell	11,232 -45	-0.4%	-$5.58K	0.69%	30
2025 Q1	$1.45M	Sell	11,277 -134	-1%	-$17.1K	0.78%	27
2024 Q4	$1.4M	Sell	11,411 -581	-5%	-$74.4K	0.79%	30
2024 Q3	$1.62M	Sell	11,992 -659	-5%	-$86.7K	0.91%	23
2024 Q2	$1.52M	Sell	12,651 -1,678	-12%	-$199K	0.96%	23
2024 Q1	$1.84M	Sell	14,329 -2,361	-14%	-$307K	1.19%	20
2023 Q4	$2.23M	Sell	16,690 -919	-5%	-$111K	1.57%	13
2023 Q3	$2.08M	Sell	17,609 -264	-1%	-$33.5K	1.33%	18
2023 Q2	$2.33M	Sell	17,873 -267	-1%	-$35.7K	1.43%	20
2023 Q1	$2.56M	Sell	18,140 -186	-1%	-$27.2K	1.62%	15
2022 Q4	$2.62M	Sell	18,326 -278	-1%	-$38K	1.74%	18
2022 Q3	$2.52M	Sell	18,604 -111	-0.6%	-$17.6K	1.85%	13
2022 Q2	$2.98M	Sell	18,715 -306	-2%	-$51.3K	2.1%	11
2022 Q1	$3.33M	Sell	19,021 -493	-3%	-$91.6K	2.32%	9
2021 Q4	$4.1M	Sell	19,514 -664	-3%	-$131K	2.78%	8
2021 Q3	$3.73M	Sell	20,178 -293	-1%	-$56.5K	2.83%	9
2021 Q2	$3.51M	Sell	20,471 -268	-1%	-$44.4K	2.78%	9
2021 Q1	$3.11M	Buy	20,739 +194	+0.9%	+$28.6K	2.97%	9
2020 Q4	$3.12M	Buy	+20,545	New	+$2.97M	3.44%	6

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Burns Matteson Capital Management's SUI Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its Sun Communities (SUI) stake by 4.6% in Q2 2026, selling an estimated $53.2K and leaving 8,829 shares worth $1.06M. The position accounts for 0.33% of the portfolio, ranked #41.

Burns Matteson Capital Management first reported a position in SUI in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.1M in Q4 2021. 47 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Burns Matteson Capital Management held 8,829 shares of Sun Communities worth $1.06M as of Q2 2026.
Burns Matteson Capital Management sold 425 Sun Communities shares in Q2 2026, an estimated $53.2K.
Sun Communities made up 0.33% of Burns Matteson Capital Management's portfolio in Q2 2026, its #41 holding.
Burns Matteson Capital Management first reported a position in Sun Communities in Q4 2020 and has held it in 23 quarters since.
Burns Matteson Capital Management's Sun Communities position peaked at $4.1M in Q4 2021.
47 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.