Long Pond Capital’s Sun Communities SUI Stock Holding History

Long Pond 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	–	Sell	-123,994	Closed	-$15.2M	–	44
2024 Q4	$15.2M	Sell	123,994 -357,039	-74%	-$45.7M	0.77%	25
2024 Q3	$65M	Buy	+481,033	New	+$63.3M	2.92%	12
2021 Q3	–	Sell	-661,324	Closed	-$113M	–	49
2021 Q2	$113M	Sell	661,324 -581,917	-47%	-$96.5M	3.93%	10
2021 Q1	$187M	Buy	1,243,241 +351,288	+39%	+$51.9M	6.37%	2
2020 Q4	$136M	Buy	+891,953	New	+$129M	4.53%	6

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Long Pond Capital's SUI Position: Q1 2025 in Review

Long Pond Capital sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 123,994 shares — an estimated $15.2M sold.

Long Pond Capital first reported a position in SUI in Q4 2020 and held it in 5 quarters. The position peaked at $187M in Q1 2021. 496 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Long Pond Capital reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
Long Pond Capital sold 123,994 Sun Communities shares in Q1 2025, an estimated $15.2M.
Long Pond Capital first reported a position in Sun Communities in Q4 2020 and held it in 5 quarters.
Long Pond Capital's Sun Communities position peaked at $187M in Q1 2021.
496 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Long Pond Capital's 13F filing for Q1 2025, filed 14 May 2025.