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HGI Capital Management’s Sun Communities SUI Stock Holding History

HGI Capital 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
2025
Q2 		– Sell
-22,990
Closed -$2.96M – 30
2025
Q1 		$2.96M Buy
+22,990
New +$2.94M 3.69% 17
2024
Q1 		– Sell
-17,955
Closed -$2.4M – 53
2023
Q4 		$2.4M Buy
17,955
+12,364
+221% +$1.49M 2.73% 18
2023
Q3 		$662K Buy
+5,591
New +$710K 0.75% 27
2023
Q2 		– Sell
-81,701
Closed -$11.5M – 47
2023
Q1 		$11.5M Sell
81,701
-94,269
-54% -$13.8M 7.61% 3
2022
Q4 		$25.2M Buy
+175,970
New +$24M 7.19% 1
2022
Q3 		– Sell
-20,407
Closed -$3.25M – 43
2022
Q2 		$3.25M Sell
20,407
-6,139
-23% -$1.03M 1.36% 25
2022
Q1 		$4.65M Sell
26,546
-19,985
-43% -$3.71M 1.44% 29
2021
Q4 		$9.77M Buy
+46,531
New +$9.16M 3.5% 3
2021
Q2 		– Sell
-41,413
Closed -$6.21M – 80
2021
Q1 		$6.21M Buy
41,413
+14,525
+54% +$2.14M 2.64% 12
2020
Q4 		$4.09M Buy
+26,888
New +$3.89M 1.91% 25
2017
Q2 		– Sell
-31,808
Closed -$2.56M – 27
2017
Q1 		$2.56M Sell
31,808
-9,243
-23% -$736K 3.76% 14
2016
Q4 		$3.15M Buy
41,051
+15,110
+58% +$1.13M 4.36% 12
2016
Q3 		$2.04M Sell
25,941
-4,739
-15% -$368K 3.36% 16
2016
Q2 		$2.35M Buy
+30,680
New +$2.16M 3.81% 13

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HGI Capital Management's SUI Position: Q2 2025 in Review

HGI Capital Management sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 22,990 shares — an estimated $2.96M sold.

HGI Capital Management first reported a position in SUI in Q2 2016 and held it in 14 quarters. The position peaked at $25.2M in Q4 2022. 467 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

  • HGI Capital Management reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
  • HGI Capital Management sold 22,990 Sun Communities shares in Q2 2025, an estimated $2.96M.
  • HGI Capital Management first reported a position in Sun Communities in Q2 2016 and held it in 14 quarters.
  • HGI Capital Management's Sun Communities position peaked at $25.2M in Q4 2022.
  • 467 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on HGI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.