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GW&K Investment Management’s Sun Communities SUI Stock Holding History

GW&K Investment Management’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 		$49.5M Sell
392,920
-5,099
-1% -$659K 0.44% 75
2025
Q4 		$49.3M Sell
398,019
-17,287
-4% -$2.16M 0.43% 84
2025
Q3 		$53.6M Sell
415,306
-15,815
-4% -$2M 0.47% 68
2025
Q2 		$54.5M Buy
431,121
+3,792
+0.9% +$470K 0.49% 66
2025
Q1 		$55M Buy
427,329
+2,293
+0.5% +$293K 0.51% 61
2024
Q4 		$52.3M Sell
425,036
-271
-0.1% -$34.7K 0.44% 76
2024
Q3 		$57.5M Buy
425,307
+10,308
+2% +$1.36M 0.49% 69
2024
Q2 		$49.9M Buy
414,999
+9,207
+2% +$1.09M 0.46% 84
2024
Q1 		$52.2M Sell
405,792
-6,429
-2% -$835K 0.46% 87
2023
Q4 		$55.1M Sell
412,221
-13,846
-3% -$1.67M 0.51% 67
2023
Q3 		$50.4M Sell
426,067
-15,964
-4% -$2.03M 0.51% 73
2023
Q2 		$57.7M Sell
442,031
-5,283
-1% -$707K 0.55% 59
2023
Q1 		$63M Buy
447,314
+5,179
+1% +$757K 0.61% 45
2022
Q4 		$63.2M Sell
442,135
-10,494
-2% -$1.43M 0.64% 37
2022
Q3 		$61.3M Buy
452,629
+59,482
+15% +$9.41M 0.68% 35
2022
Q2 		$62.7M Sell
393,147
-42,873
-10% -$7.19M 0.68% 30
2022
Q1 		$76.4M Buy
436,020
+26,506
+6% +$4.93M 0.68% 35
2021
Q4 		$86M Buy
409,514
+20,375
+5% +$4.01M 0.72% 32
2021
Q3 		$72M Sell
389,139
-4,022
-1% -$776K 0.64% 40
2021
Q2 		$67.4M Buy
393,161
+4,676
+1% +$775K 0.59% 48
2021
Q1 		$58.3M Buy
388,485
+45,947
+13% +$6.78M 0.54% 55
2020
Q4 		$52M Buy
342,538
+40,952
+14% +$5.93M 0.55% 47
2020
Q3 		$42.4M Buy
301,586
+25,959
+9% +$3.72M 0.56% 54
2020
Q2 		$37.4M Sell
275,627
-36,901
-12% -$4.9M 0.53% 55
2020
Q1 		$39M Buy
312,528
+16,952
+6% +$2.56M 0.69% 36
2019
Q4 		$44.4M Sell
295,576
-8,519
-3% -$1.33M 0.59% 43
2019
Q3 		$45.1M Buy
304,095
+35,841
+13% +$5.06M 0.63% 35
2019
Q2 		$34.4M Sell
268,254
-4,563
-2% -$567K 0.52% 60
2019
Q1 		$32.3M Buy
272,817
+4,394
+2% +$489K 0.52% 66
2018
Q4 		$27.3M Buy
268,423
+5,798
+2% +$591K 0.54% 65
2018
Q3 		$26.7M Sell
262,625
-709
-0.3% -$70.8K 0.43% 104
2018
Q2 		$25.8M Sell
263,334
-3,966
-1% -$373K 0.42% 102
2018
Q1 		$24.4M Sell
267,300
-56,738
-18% -$5.01M 0.41% 101
2017
Q4 		$30.1M Sell
324,038
-361,626
-53% -$33.2M 0.51% 76
2017
Q3 		$58.7M Sell
685,664
-317
-0% -$28K 0.98% 13
2017
Q2 		$60.2M Buy
685,981
+35,378
+5% +$3.03M 1.04% 14
2017
Q1 		$52.3M Sell
650,603
-15,411
-2% -$1.23M 0.98% 18
2016
Q4 		$51M Sell
666,014
-80,696
-11% -$6.03M 0.99% 15
2016
Q3 		$58.6M Buy
746,710
+57,322
+8% +$4.45M 1.1% 10
2016
Q2 		$52.8M Buy
689,388
+15,805
+2% +$1.12M 1.09% 14
2016
Q1 		$48.2M Buy
673,583
+54,856
+9% +$3.7M 1.07% 17
2015
Q4 		$42.4M Buy
+618,727
New +$41.7M 1% 21

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

GW&K Investment Management's SUI Position: Q1 2026 in Review

GW&K Investment Management reduced its Sun Communities (SUI) stake by 1.3% in Q1 2026, selling an estimated $659K and leaving 392,920 shares worth $49.5M. The position accounts for 0.44% of the portfolio, ranked #75.

GW&K Investment Management first reported a position in SUI in Q4 2015 and has held it in 42 quarters since. The position peaked at $86M in Q4 2021. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • GW&K Investment Management held 392,920 shares of Sun Communities worth $49.5M as of Q1 2026.
  • GW&K Investment Management sold 5,099 Sun Communities shares in Q1 2026, an estimated $659K.
  • Sun Communities made up 0.44% of GW&K Investment Management's portfolio in Q1 2026, its #75 holding.
  • GW&K Investment Management first reported a position in Sun Communities in Q4 2015 and has held it in 42 quarters since.
  • GW&K Investment Management's Sun Communities position peaked at $86M in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.