LBIM
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Land & Buildings Investment Management’s Sun Communities SUI Stock Holding History

Land & Buildings Investment 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 		$34.7M Sell
275,705
-9,776
-3% -$1.26M 5.87% 7
2025
Q4 		$35.4M Buy
285,481
+50,684
+22% +$6.34M 5.88% 7
2025
Q3 		$30.3M Buy
234,797
+41,050
+21% +$5.19M 5.56% 10
2025
Q2 		$24.5M Buy
193,747
+10,495
+6% +$1.3M 4.89% 10
2025
Q1 		$23.6M Buy
183,252
+25,120
+16% +$3.21M 4.99% 10
2024
Q4 		$19.4M Sell
158,132
-69,810
-31% -$8.94M 3.94% 14
2024
Q3 		$30.8M Sell
227,942
-30,204
-12% -$3.97M 6.3% 8
2024
Q2 		$31.1M Sell
258,146
-8,780
-3% -$1.04M 7.32% 3
2024
Q1 		$34.3M Sell
266,926
-25,848
-9% -$3.36M 7.52% 5
2023
Q4 		$39.1M Buy
292,774
+66,932
+30% +$8.06M 8.99% 4
2023
Q3 		$26.7M Sell
225,842
-22,120
-9% -$2.81M 5.87% 9
2023
Q2 		$32.3M Buy
247,962
+117,256
+90% +$15.7M 6.81% 4
2023
Q1 		$18.4M Sell
130,706
-69,466
-35% -$10.2M 4.26% 10
2022
Q4 		$28.6M Buy
200,172
+10,530
+6% +$1.44M 6.17% 6
2022
Q3 		$25.7M Buy
189,642
+72,012
+61% +$11.4M 5.65% 10
2022
Q2 		$18.7M Sell
117,630
-25,160
-18% -$4.22M 4.28% 11
2022
Q1 		$25M Buy
142,790
+63,060
+79% +$11.7M 4.04% 11
2021
Q4 		$16.7M Buy
+79,730
New +$15.7M 2.7% 15

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

Land & Buildings Investment Management's SUI Position: Q1 2026 in Review

Land & Buildings Investment Management reduced its Sun Communities (SUI) stake by 3.4% in Q1 2026, selling an estimated $1.26M and leaving 275,705 shares worth $34.7M. The position accounts for 5.87% of the portfolio, ranked #7.

Land & Buildings Investment Management first reported a position in SUI in Q4 2021 and has held it in 18 quarters since. The position peaked at $39.1M in Q4 2023. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Land & Buildings Investment Management held 275,705 shares of Sun Communities worth $34.7M as of Q1 2026.
  • Land & Buildings Investment Management sold 9,776 Sun Communities shares in Q1 2026, an estimated $1.26M.
  • Sun Communities made up 5.87% of Land & Buildings Investment Management's portfolio in Q1 2026, its #7 holding.
  • Land & Buildings Investment Management first reported a position in Sun Communities in Q4 2021 and has held it in 18 quarters since.
  • Land & Buildings Investment Management's Sun Communities position peaked at $39.1M in Q4 2023.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Land & Buildings Investment Management's 13F filing for Q1 2026, filed 15 May 2026.