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Kennedy Capital Management’s Sun Communities SUI Stock Holding History

Kennedy 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
2026
Q1 		$5.66M Sell
44,945
-49
-0.1% -$6.33K 0.12% 266
2025
Q4 		$5.58M Sell
44,994
-217
-0.5% -$27.2K 0.12% 277
2025
Q3 		$5.83M Sell
45,211
-10,065
-18% -$1.27M 0.13% 265
2025
Q2 		$6.99M Sell
55,276
-1,526
-3% -$189K 0.17% 213
2025
Q1 		$7.31M Buy
56,802
+39,342
+225% +$5.03M 0.17% 207
2024
Q4 		$2.15M Sell
17,460
-608
-3% -$77.8K 0.05% 500
2024
Q3 		$2.44M Buy
18,068
+2,690
+17% +$354K 0.05% 476
2024
Q2 		$1.85M Sell
15,378
-94,414
-86% -$11.2M 0.04% 518
2024
Q1 		$14.1M Buy
109,792
+900
+0.8% +$117K 0.29% 102
2023
Q4 		$14.6M Buy
108,892
+24,192
+29% +$2.91M 0.32% 80
2023
Q3 		$10M Buy
84,700
+13,250
+19% +$1.68M 0.24% 133
2023
Q2 		$9.32M Buy
71,450
+32,190
+82% +$4.31M 0.22% 166
2023
Q1 		$5.53M Buy
39,260
+1,195
+3% +$175K 0.16% 235
2022
Q4 		$5.44M Sell
38,065
-1,136
-3% -$155K 0.15% 242
2022
Q3 		$5.3M Buy
39,201
+1,029
+3% +$163K 0.16% 229
2022
Q2 		$6.08M Sell
38,172
-817
-2% -$137K 0.17% 219
2022
Q1 		$6.83M Buy
38,989
+1,254
+3% +$233K 0.16% 234
2021
Q4 		$7.92M Buy
37,735
+2,266
+6% +$446K 0.17% 227
2021
Q3 		$6.57M Sell
35,469
-2,001
-5% -$386K 0.15% 274
2021
Q2 		$6.42M Sell
37,470
-768
-2% -$127K 0.14% 292
2021
Q1 		$5.74M Buy
38,238
+399
+1% +$58.9K 0.12% 332
2020
Q4 		$5.75M Sell
37,839
-348
-0.9% -$50.4K 0.13% 300
2020
Q3 		$5.37M Sell
38,187
-26,420
-41% -$3.79M 0.15% 250
2020
Q2 		$8.77M Sell
64,607
-1,026
-2% -$136K 0.25% 113
2020
Q1 		$8.19M Sell
65,633
-823
-1% -$124K 0.3% 75
2019
Q4 		$9.97M Sell
66,456
-21,498
-24% -$3.35M 0.24% 111
2019
Q3 		$13.1M Sell
87,954
-27,924
-24% -$3.94M 0.32% 65
2019
Q2 		$14.9M Sell
115,878
-11,605
-9% -$1.44M 0.35% 52
2019
Q1 		$15.1M Sell
127,483
-934
-0.7% -$104K 0.36% 46
2018
Q4 		$13.1M Sell
128,417
-62
-0% -$6.32K 0.32% 58
2018
Q3 		$13M Sell
128,479
-1,729
-1% -$173K 0.24% 110
2018
Q2 		$12.7M Sell
130,208
-1,511
-1% -$142K 0.24% 108
2018
Q1 		$12M Sell
131,719
-46,121
-26% -$4.07M 0.23% 121
2017
Q4 		$16.5M Buy
177,840
+6,000
+3% +$550K 0.3% 76
2017
Q3 		$14.7M Sell
171,840
-14,761
-8% -$1.3M 0.27% 92
2017
Q2 		$16.4M Sell
186,601
-5,563
-3% -$477K 0.31% 74
2017
Q1 		$15.4M Sell
192,164
-33,827
-15% -$2.7M 0.27% 99
2016
Q4 		$17.3M Buy
225,991
+31,362
+16% +$2.35M 0.3% 81
2016
Q3 		$15.3M Sell
194,629
-31,295
-14% -$2.43M 0.29% 91
2016
Q2 		$17.3M Buy
+225,924
New +$15.9M 0.35% 57

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

Kennedy Capital Management's SUI Position: Q1 2026 in Review

Kennedy Capital Management reduced its Sun Communities (SUI) stake by 0.11% in Q1 2026, selling an estimated $6.33K and leaving 44,945 shares worth $5.66M. The position accounts for 0.12% of the portfolio, ranked #266.

Kennedy Capital Management first reported a position in SUI in Q2 2016 and has held it in 40 quarters since. The position peaked at $17.3M in Q2 2016. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Kennedy Capital Management held 44,945 shares of Sun Communities worth $5.66M as of Q1 2026.
  • Kennedy Capital Management sold 49 Sun Communities shares in Q1 2026, an estimated $6.33K.
  • Sun Communities made up 0.12% of Kennedy Capital Management's portfolio in Q1 2026, its #266 holding.
  • Kennedy Capital Management first reported a position in Sun Communities in Q2 2016 and has held it in 40 quarters since.
  • Kennedy Capital Management's Sun Communities position peaked at $17.3M in Q2 2016.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.