Capstone Investment Advisors
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Capstone Investment Advisors’s Sun Communities SUI Stock Holding History

Capstone Investment Advisors’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 		– Sell
-32,384
Closed -$4.01M – 1836
2025
Q4 		$4.01M Buy
32,384
+2,384
+8% +$298K 0.01% 417
2025
Q3 		$3.87M Buy
+30,000
New +$3.79M 0.01% 547

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

Capstone Investment Advisors's SUI Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 32,384 shares — an estimated $4.01M sold.

Capstone Investment Advisors first reported a position in SUI in Q3 2025 and held it in 2 quarters. The position peaked at $4.01M in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 32,384 Sun Communities shares in Q1 2026, an estimated $4.01M.
  • Capstone Investment Advisors first reported a position in Sun Communities in Q3 2025 and held it in 2 quarters.
  • Capstone Investment Advisors's Sun Communities position peaked at $4.01M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.