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 Q2	–	Sell	-12,496	Closed	-$1.57M	–	71
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lincluden Management's SUI Position: Q2 2026 in Review

Lincluden Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 12,496 shares — an estimated $1.57M sold.

Lincluden Management first reported a position in SUI in Q1 2020 and held it in 18 quarters. The position peaked at $8.46M in Q4 2021. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Lincluden Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Lincluden Management sold 12,496 Sun Communities shares in Q2 2026, an estimated $1.57M.
Lincluden Management first reported a position in Sun Communities in Q1 2020 and held it in 18 quarters.
Lincluden Management's Sun Communities position peaked at $8.46M in Q4 2021.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.