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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
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

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

Capital Square's SUI Position: Q1 2026 in Review

Capital Square reduced its Sun Communities (SUI) stake by 2.6% in Q1 2026, selling an estimated $28.8K and leaving 8,415 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #54.

Capital Square first reported a position in SUI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.07M in Q1 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Capital Square held 8,415 shares of Sun Communities worth $1.09M as of Q1 2026.
  • Capital Square sold 223 Sun Communities shares in Q1 2026, an estimated $28.8K.
  • Sun Communities made up 0.5% of Capital Square's portfolio in Q1 2026, its #54 holding.
  • Capital Square first reported a position in Sun Communities in Q1 2022 and has held it in 17 quarters since.
  • Capital Square's Sun Communities position peaked at $2.07M in Q1 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.