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SUI icon

Inspire Investing’s Sun Communities SUI Stock Holding History

Inspire Investing’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 		$2.6M Buy
20,675
+6,244
+43% +$807K 0.15% 155
2025
Q4 		$1.79M Buy
14,431
+373
+3% +$46.7K 0.16% 138
2025
Q3 		$1.81M Buy
14,058
+74
+0.5% +$9.35K 0.18% 140
2025
Q2 		$1.77M Sell
13,984
-145
-1% -$18K 0.19% 126
2025
Q1 		$1.82M Buy
14,129
+761
+6% +$97.3K 0.22% 128
2024
Q4 		$1.64M Sell
13,368
-1,256
-9% -$161K 0.18% 127
2024
Q3 		$1.98M Buy
14,624
+1,208
+9% +$159K 0.2% 115
2024
Q2 		$1.61M Sell
13,416
-4,034
-23% -$479K 0.19% 131
2024
Q1 		$2.24M Buy
17,450
+2,239
+15% +$291K 0.23% 106
2023
Q4 		$2.03M Buy
15,211
+416
+3% +$50.1K 0.22% 107
2023
Q3 		$1.75M Sell
14,795
-2,475
-14% -$314K 0.22% 104
2023
Q2 		$2.25M Buy
17,270
+281
+2% +$37.6K 0.27% 86
2023
Q1 		$2.39M Buy
16,989
+1,338
+9% +$196K 0.3% 79
2022
Q4 		$2.24M Buy
15,651
+442
+3% +$60.4K 0.29% 74
2022
Q3 		$2.06M Buy
15,209
+295
+2% +$46.7K 0.29% 78
2022
Q2 		$2.38M Sell
14,914
-336
-2% -$56.4K 0.32% 67
2022
Q1 		$2.67M Sell
15,250
-1,532
-9% -$285K 0.31% 75
2021
Q4 		$3.52M Buy
16,782
+1,254
+8% +$247K 0.4% 68
2021
Q3 		$2.87M Buy
+15,528
New +$3M 0.36% 65
2020
Q2 		– Sell
-96
Closed -$12K – 689
2020
Q1 		$12K Buy
+96
New +$14.5K ﹤0.01% 681
2018
Q1 		– Sell
-83
Closed -$8K – 635
2017
Q4 		$8K Buy
+83
New +$7.61K 0.01% 826

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

Inspire Investing's SUI Position: Q1 2026 in Review

Inspire Investing increased its Sun Communities (SUI) stake by 43% in Q1 2026, buying an estimated $807K and bringing the position to 20,675 shares worth $2.6M. The position accounts for 0.15% of the portfolio, ranked #155.

Inspire Investing first reported a position in SUI in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.52M in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Inspire Investing held 20,675 shares of Sun Communities worth $2.6M as of Q1 2026.
  • Inspire Investing bought 6,244 Sun Communities shares in Q1 2026, an estimated $807K.
  • Sun Communities made up 0.15% of Inspire Investing's portfolio in Q1 2026, its #155 holding.
  • Inspire Investing first reported a position in Sun Communities in Q4 2017 and has held it in 21 quarters since.
  • Inspire Investing's Sun Communities position peaked at $3.52M in Q4 2021.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.