LC
SUI icon

Lindbrook Capital’s Sun Communities SUI Stock Holding History

Lindbrook Capital’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
2025
Q1 		$42.6K Buy
331
+83
+33% +$10.6K ﹤0.01% 1073
2024
Q4 		$30.5K Buy
248
+19
+8% +$2.43K ﹤0.01% 1044
2024
Q3 		$30.9K Buy
229
+3
+1% +$394 ﹤0.01% 1053
2024
Q2 		$27.2K Sell
226
-47
-17% -$5.58K ﹤0.01% 1073
2024
Q1 		$35.1K Buy
273
+8
+3% +$1.04K ﹤0.01% 932
2023
Q4 		$35.4K Buy
265
+36
+16% +$4.34K ﹤0.01% 894
2023
Q3 		$27.1K Buy
229
+125
+120% +$15.9K ﹤0.01% 918
2023
Q2 		$13.6K Sell
104
-50
-32% -$6.69K ﹤0.01% 1286
2023
Q1 		$21.7K Sell
154
-43
-22% -$6.28K ﹤0.01% 1037
2022
Q4 		$28.2K Sell
197
-136
-41% -$18.6K ﹤0.01% 909
2022
Q3 		$45K Buy
333
+174
+109% +$27.5K 0.01% 682
2022
Q2 		$25K Buy
159
+10
+7% +$1.68K ﹤0.01% 897
2022
Q1 		$26K Sell
149
-64
-30% -$11.9K ﹤0.01% 903
2021
Q4 		$45K Buy
213
+24
+13% +$4.73K 0.01% 759
2021
Q3 		$35K Hold
189
– – 0.01% 550
2021
Q2 		$32K Hold
189
– – 0.01% 621
2021
Q1 		$28K Buy
189
+42
+29% +$6.2K 0.01% 628
2020
Q4 		$22K Buy
147
+7
+5% +$1.01K 0.01% 653
2020
Q3 		$20K Buy
140
+9
+7% +$1.29K 0.01% 607
2020
Q2 		$18K Sell
131
-38
-22% -$5.04K 0.01% 648
2020
Q1 		$21K Sell
169
-230
-58% -$34.7K 0.01% 530
2019
Q4 		$60K Buy
399
+26
+7% +$4.05K 0.02% 390
2019
Q3 		$55K Buy
373
+43
+13% +$6.07K 0.02% 390
2019
Q2 		$42K Buy
330
+22
+7% +$2.73K 0.02% 471
2019
Q1 		$36K Hold
308
– – 0.01% 515
2018
Q4 		$31K Buy
+308
New +$31.4K 0.02% 491

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Lindbrook Capital's SUI Position: Q1 2025 in Review

Lindbrook Capital increased its Sun Communities (SUI) stake by 33% in Q1 2025, buying an estimated $10.6K and bringing the position to 331 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Lindbrook Capital first reported a position in SUI in Q4 2018 and has held it in 26 quarters since. The position peaked at $60K in Q4 2019. 496 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

  • Lindbrook Capital held 331 shares of Sun Communities worth $42.6K as of Q1 2025.
  • Lindbrook Capital bought 83 Sun Communities shares in Q1 2025, an estimated $10.6K.
  • Sun Communities made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1073 holding.
  • Lindbrook Capital first reported a position in Sun Communities in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Sun Communities position peaked at $60K in Q4 2019.
  • 496 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.