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Caprock Group’s Sun Communities SUI Stock Holding History

Caprock Group’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 		$9.6M Buy
+80,161
New +$10M 0.18% 94
2016
Q4 		– Sell
-4,792
Closed -$376K – 390
2016
Q3 		$376K Buy
4,792
+750
+19% +$58.2K 0.09% 222
2016
Q2 		$310K Buy
4,042
+600
+17% +$42.3K 0.08% 207
2016
Q1 		$246K Buy
+3,442
New +$232K 0.06% 264

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caprock Group's SUI Position: Q2 2026 in Review

Caprock Group opened a new position in Sun Communities (SUI) in Q2 2026: 80,161 shares worth $9.6M. The stake represents 0.18% of the portfolio and ranks #94 among its holdings. This is a return to the name: Caprock Group previously reported a position in SUI as recently as Q3 2016.

Caprock Group first reported a position in SUI in Q1 2016 and has held it in 4 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Caprock Group held 80,161 shares of Sun Communities worth $9.6M as of Q2 2026.
  • Sun Communities was a new Caprock Group position in Q2 2026.
  • Sun Communities made up 0.18% of Caprock Group's portfolio in Q2 2026, its #94 holding.
  • Caprock Group first reported a position in Sun Communities in Q1 2016 and has held it in 4 quarters since.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.