LDR Capital Management’s Sun Communities SUI Stock Holding History

LDR 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	–	Sell	-20,871	Closed	-$2.59M	–	50
2025 Q4	$2.59M	Buy	+20,871	New	+$2.61M	3.58%	8
2019 Q4	–	Sell	-71,716	Closed	-$10.6M	–	24
2019 Q3	$10.6M	Sell	71,716 -24,123	-25%	-$3.41M	8.1%	3
2019 Q2	$12.3M	Buy	95,839 +21,918	+30%	+$2.72M	8.4%	3
2019 Q1	$8.76M	Hold	73,921	–	–	7.1%	4
2018 Q4	$7.52M	Buy	73,921 +5,991	+9%	+$610K	8.46%	5
2018 Q3	$6.9M	Buy	67,930 +5,529	+9%	+$552K	5.61%	5
2018 Q2	$6.11M	Sell	62,401 -768	-1%	-$72.2K	5.24%	4
2018 Q1	$5.77M	Sell	63,169 -50,173	-44%	-$4.43M	6.68%	4
2017 Q4	$10.5M	Buy	+113,342	New	+$10.4M	9.4%	2

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LDR Capital Management sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 20,871 shares — an estimated $2.59M sold.

LDR Capital Management first reported a position in SUI in Q4 2017 and held it in 9 quarters. The position peaked at $12.3M in Q2 2019. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

LDR Capital Management reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
LDR Capital Management sold 20,871 Sun Communities shares in Q1 2026, an estimated $2.59M.
LDR Capital Management first reported a position in Sun Communities in Q4 2017 and held it in 9 quarters.
LDR Capital Management's Sun Communities position peaked at $12.3M in Q2 2019.
513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on LDR Capital Management's 13F filing for Q1 2026, filed 11 May 2026.