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SUI icon

InceptionR’s Sun Communities SUI Stock Holding History

InceptionR’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
Q2 		$440K Buy
+3,667
New +$459K 0.11% 351
2025
Q4 		– Sell
-7,447
Closed -$961K – 861
2025
Q3 		$961K Buy
+7,447
New +$941K 0.23% 136
2025
Q2 		– Sell
-7,980
Closed -$1.03M – 840
2025
Q1 		$1.03M Buy
+7,980
New +$1.02M 0.31% 101
2024
Q2 		– Sell
-5,441
Closed -$700K – 840
2024
Q1 		$700K Buy
+5,441
New +$706K 0.18% 220

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

InceptionR's SUI Position: Q2 2026 in Review

InceptionR opened a new position in Sun Communities (SUI) in Q2 2026: 3,667 shares worth $440K. The stake represents 0.11% of the portfolio and ranks #351 among its holdings. This is a return to the name: InceptionR previously reported a position in SUI as recently as Q3 2025.

InceptionR first reported a position in SUI in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • InceptionR held 3,667 shares of Sun Communities worth $440K as of Q2 2026.
  • Sun Communities was a new InceptionR position in Q2 2026.
  • Sun Communities made up 0.11% of InceptionR's portfolio in Q2 2026, its #351 holding.
  • InceptionR first reported a position in Sun Communities in Q1 2024 and has held it in 4 quarters since.
  • InceptionR's Sun Communities position peaked at $1.03M in Q1 2025.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.