Gillson Capital’s Sun Communities SUI Stock Holding History

Gillson Capital’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
2024 Q4	–	Sell	-213,100	Closed	-$28.8M	–	82
2024 Q3	$28.8M	Buy	+213,100	New	+$28M	2.62%	11
2023 Q4	–	Sell	-153,770	Closed	-$18.2M	–	100
2023 Q3	$18.2M	Buy	+153,770	New	+$19.5M	1.35%	27
2022 Q4	–	Sell	-37,341	Closed	-$5.05M	–	118
2022 Q3	$5.05M	Sell	37,341 -5,051	-12%	-$799K	0.46%	51
2022 Q2	$6.76M	Sell	42,392 -24,912	-37%	-$4.18M	0.66%	47
2022 Q1	$11.8M	Buy	67,304 +20,788	+45%	+$3.86M	0.94%	37
2021 Q4	$9.77M	Buy	+46,516	New	+$9.16M	0.64%	57
2021 Q2	–	Sell	-48,559	Closed	-$7.29M	–	245
2021 Q1	$7.29M	Buy	48,559 +6,865	+16%	+$1.01M	0.61%	64
2020 Q4	$6.33M	Buy	+41,694	New	+$6.03M	0.7%	53

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Gillson Capital's SUI Position: Q4 2024 in Review

Gillson Capital sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 213,100 shares — an estimated $28.8M sold.

Gillson Capital first reported a position in SUI in Q4 2020 and held it in 8 quarters. The position peaked at $28.8M in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Gillson Capital reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Gillson Capital sold 213,100 Sun Communities shares in Q4 2024, an estimated $28.8M.
Gillson Capital first reported a position in Sun Communities in Q4 2020 and held it in 8 quarters.
Gillson Capital's Sun Communities position peaked at $28.8M in Q3 2024.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Gillson Capital's 13F filing for Q4 2024, filed 14 Feb 2025.