Capital Square
SUI icon

Capital Square’s Sun Communities SUI Stock Holding History

Capital Square’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
Q3 		$875K Buy
7,898
+136
+2% +$16.2K 0.39% 67
2026
Q2 		$923K Sell
7,762
-653
-8% -$81.7K 0.41% 65
2026
Q1 		$1.09M Sell
8,415
-223
-3% -$28.8K 0.5% 54
2025
Q4 		$1.07M Sell
8,638
-4,690
-35% -$587K 0.55% 52
2025
Q3 		$1.72M Sell
13,328
-128
-1% -$16.2K 0.88% 33
2025
Q2 		$1.69M Buy
13,456
+260
+2% +$32.2K 0.9% 33
2025
Q1 		$1.7M Buy
13,196
+115
+0.9% +$14.7K 1% 24
2024
Q4 		$1.67M Sell
13,081
-2,031
-13% -$260K 0.95% 28
2024
Q3 		$2.04M Sell
15,112
-781
-5% -$103K 1.24% 17
2024
Q2 		$2.01M Sell
15,893
-172
-1% -$20.4K 1.31% 19
2024
Q1 		$2.07M Buy
16,065
+906
+6% +$118K 1.46% 18
2023
Q4 		$2.03M Buy
15,159
+756
+5% +$91.1K 2.29% 12
2023
Q3 		$1.53M Buy
14,403
+1,984
+16% +$252K 2.06% 16
2023
Q2 		$1.62M Buy
12,419
+1,228
+11% +$164K 1.5% 17
2023
Q1 		$1.57M Buy
11,191
+760
+7% +$111K 1.46% 18
2022
Q4 		$1.49M Buy
10,431
+1,854
+22% +$253K 1.35% 23
2022
Q3 		$1.16M Buy
8,577
+2,055
+32% +$325K 1.05% 31
2022
Q2 		$1.04M Buy
6,522
+4,813
+282% +$808K 0.86% 39
2022
Q1 		$299K Buy
+1,709
New +$318K 0.21% 107

Other funds holding SUI

Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Capital Square's SUI Position: Q3 2026 in Review

Capital Square increased its Sun Communities (SUI) stake by 1.8% in Q3 2026, buying an estimated $16.2K and bringing the position to 7,898 shares worth $875K. The position accounts for 0.39% of the portfolio, ranked #67.

Capital Square first reported a position in SUI in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.07M in Q1 2024. 124 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Capital Square held 7,898 shares of Sun Communities worth $875K as of Q3 2026.
  • Capital Square bought 136 Sun Communities shares in Q3 2026, an estimated $16.2K.
  • Sun Communities made up 0.39% of Capital Square's portfolio in Q3 2026, its #67 holding.
  • Capital Square first reported a position in Sun Communities in Q1 2022 and has held it in 19 quarters since.
  • Capital Square's Sun Communities position peaked at $2.07M in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.