Lincluden Management’s Sun Communities SUI Stock Holding History

Lincluden 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	$1.57M	Sell	12,496 -911	-7%	-$118K	0.17%	68
2025 Q4	$1.66M	Sell	13,407 -9,071	-40%	-$1.14M	0.14%	70
2025 Q3	$2.9M	Hold	22,478	–	–	0.32%	59
2025 Q2	$2.84M	Buy	+22,478	New	+$2.79M	0.31%	59
2023 Q3	–	Sell	-14,151	Closed	-$1.85M	–	75
2023 Q2	$1.85M	Hold	14,151	–	–	0.21%	67
2023 Q1	$1.99M	Sell	14,151 -6,888	-33%	-$1.01M	0.23%	66
2022 Q4	$3.01M	Sell	21,039 -3,945	-16%	-$539K	0.35%	48
2022 Q3	$3.38M	Buy	24,984 +1,924	+8%	+$304K	0.43%	39
2022 Q2	$3.67M	Buy	23,060 +3,563	+18%	+$598K	0.4%	43
2022 Q1	$3.42M	Sell	19,497 -20,817	-52%	-$3.87M	0.3%	54
2021 Q4	$8.46M	Buy	40,314 +18,912	+88%	+$3.72M	0.77%	28
2021 Q3	$3.96M	Sell	21,402 -15,650	-42%	-$3.02M	0.4%	47
2021 Q2	$6.35M	Sell	37,052 -145	-0.4%	-$24K	0.61%	29
2021 Q1	$5.58M	Sell	37,197 -11,608	-24%	-$1.71M	0.54%	33
2020 Q4	$7.42M	Buy	48,805 +12,260	+34%	+$1.77M	0.77%	22
2020 Q3	$5.14M	Sell	36,545 -1,955	-5%	-$280K	0.51%	30
2020 Q2	$5.22M	Buy	38,500 +11,800	+44%	+$1.57M	0.55%	30
2020 Q1	$2.37M	Buy	+26,700	New	+$4.03M	0.29%	48

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

Lincluden Management's SUI Position: Q1 2026 in Review

Lincluden Management reduced its Sun Communities (SUI) stake by 6.8% in Q1 2026, selling an estimated $118K and leaving 12,496 shares worth $1.57M. The position accounts for 0.17% of the portfolio, ranked #68.

Lincluden Management first reported a position in SUI in Q1 2020 and has held it in 18 quarters since. The position peaked at $8.46M in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Lincluden Management held 12,496 shares of Sun Communities worth $1.57M as of Q1 2026.
Lincluden Management sold 911 Sun Communities shares in Q1 2026, an estimated $118K.
Sun Communities made up 0.17% of Lincluden Management's portfolio in Q1 2026, its #68 holding.
Lincluden Management first reported a position in Sun Communities in Q1 2020 and has held it in 18 quarters since.
Lincluden Management's Sun Communities position peaked at $8.46M in Q4 2021.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

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