LRT Capital Management’s Sun Communities SUI Stock Holding History

LRT 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 Q2	–	Sell	-5,372	Closed	-$677K	–	111
2026 Q1	$677K	Sell	5,372 -6,713	-56%	-$868K	0.63%	58
2025 Q4	$1.5M	Sell	12,085 -10,863	-47%	-$1.36M	1.28%	32
2025 Q3	$2.96M	Buy	22,948 +5,496	+31%	+$695K	1.96%	19
2025 Q2	$2.21M	Buy	17,452 +4,798	+38%	+$595K	1.31%	36
2025 Q1	$1.63M	Sell	12,654 -3,208	-20%	-$410K	1.12%	37
2024 Q4	$1.95M	Buy	+15,862	New	+$2.03M	1.52%	24
2024 Q3	–	Sell	-2,203	Closed	-$265K	–	93
2024 Q2	$265K	Buy	+2,203	New	+$262K	0.25%	77
2024 Q1	–	Sell	-12,577	Closed	-$1.68M	–	90
2023 Q4	$1.68M	Sell	12,577 -14,747	-54%	-$1.78M	1.59%	24
2023 Q3	$3.23M	Buy	+27,324	New	+$3.47M	2.24%	11
2023 Q1	–	Sell	-9,891	Closed	-$1.41M	–	80
2022 Q4	$1.41M	Buy	9,891 +2,561	+35%	+$350K	0.82%	38
2022 Q3	$992K	Sell	7,330 -544	-7%	-$86K	0.68%	47
2022 Q2	$1.25M	Buy	7,874 +4,109	+109%	+$690K	0.95%	41
2022 Q1	$660K	Sell	3,765 -6,309	-63%	-$1.17M	0.42%	55
2021 Q4	$2.12M	Buy	+10,074	New	+$1.98M	1.61%	24

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

LRT Capital Management's SUI Position: Q2 2026 in Review

LRT Capital Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 5,372 shares — an estimated $677K sold.

LRT Capital Management first reported a position in SUI in Q4 2021 and held it in 14 quarters. The position peaked at $3.23M in Q3 2023. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

LRT Capital Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
LRT Capital Management sold 5,372 Sun Communities shares in Q2 2026, an estimated $677K.
LRT Capital Management first reported a position in Sun Communities in Q4 2021 and held it in 14 quarters.
LRT Capital Management's Sun Communities position peaked at $3.23M in Q3 2023.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on LRT Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.