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Heitman Real Estate Securities’s Sun Communities SUI Stock Holding History

Heitman Real Estate Securities’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 		$21.7M Buy
172,292
+100,932
+141% +$13M 1.56% 21
2025
Q4 		$8.84M Sell
71,360
-170,777
-71% -$21.4M 0.62% 37
2025
Q3 		$31.2M Buy
+242,137
New +$30.6M 2.13% 18
2025
Q2 		– Sell
-261,514
Closed -$33.6M – 63
2025
Q1 		$33.6M Buy
+261,514
New +$33.4M 2.18% 20
2024
Q2 		– Sell
-356,521
Closed -$45.8M – 59
2024
Q1 		$45.8M Buy
356,521
+223,517
+168% +$29M 2.61% 17
2023
Q4 		$17.8M Buy
+133,004
New +$16M 0.96% 31
2023
Q3 		– Sell
-441,584
Closed -$57.6M – 58
2023
Q2 		$57.6M Sell
441,584
-170,287
-28% -$22.8M 3.17% 13
2023
Q1 		$86.2M Sell
611,871
-100,772
-14% -$14.7M 4.33% 8
2022
Q4 		$102M Buy
712,643
+147,735
+26% +$20.2M 5.41% 4
2022
Q3 		$76.4M Buy
564,908
+57,026
+11% +$9.02M 4.13% 10
2022
Q2 		$80.9M Sell
507,882
-106,725
-17% -$17.9M 3.79% 10
2022
Q1 		$108M Sell
614,607
-6,970
-1% -$1.3M 4.25% 8
2021
Q4 		$131M Buy
621,577
+201,732
+48% +$39.7M 5.84% 5
2021
Q3 		$77.7M Sell
419,845
-133,927
-24% -$25.8M 3.54% 9
2021
Q2 		$94.9M Buy
553,772
+127,881
+30% +$21.2M 4.32% 7
2021
Q1 		$63.9M Buy
425,891
+80,047
+23% +$11.8M 3.6% 11
2020
Q4 		$52.6M Buy
+345,844
New +$50M 2.8% 14
2019
Q4 		– Sell
-195,340
Closed -$29M – 61
2019
Q3 		$29M Buy
+195,340
New +$27.6M 1.36% 30

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

Heitman Real Estate Securities's SUI Position: Q1 2026 in Review

Heitman Real Estate Securities increased its Sun Communities (SUI) stake by 141% in Q1 2026, buying an estimated $13M and bringing the position to 172,292 shares worth $21.7M. The position accounts for 1.56% of the portfolio, ranked #21.

Heitman Real Estate Securities first reported a position in SUI in Q3 2019 and has held it in 18 quarters since. The position peaked at $131M in Q4 2021. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Heitman Real Estate Securities held 172,292 shares of Sun Communities worth $21.7M as of Q1 2026.
  • Heitman Real Estate Securities bought 100,932 Sun Communities shares in Q1 2026, an estimated $13M.
  • Sun Communities made up 1.56% of Heitman Real Estate Securities's portfolio in Q1 2026, its #21 holding.
  • Heitman Real Estate Securities first reported a position in Sun Communities in Q3 2019 and has held it in 18 quarters since.
  • Heitman Real Estate Securities's Sun Communities position peaked at $131M in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Heitman Real Estate Securities's 13F filing for Q1 2026, filed 15 May 2026.