Martingale Asset Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36M | Buy |
10,812
+3,776
| +54% | +$488K | 0.03% | 425 |
|
|
2025
Q4 | $872K | Buy |
+7,036
| New | +$881K | 0.02% | 500 |
|
|
2022
Q4 | – | Sell |
-2,629
| Closed | -$356K | – | 880 |
|
|
2022
Q3 | $356K | Sell |
2,629
-75
| -3% | -$11.9K | 0.01% | 689 |
|
|
2022
Q2 | $431K | Sell |
2,704
-4,297
| -61% | -$721K | 0.01% | 672 |
|
|
2022
Q1 | $1.23M | Sell |
7,001
-132,983
| -95% | -$24.7M | 0.02% | 423 |
|
|
2021
Q4 | $29.4M | Buy |
139,984
+10,435
| +8% | +$2.06M | 0.38% | 110 |
|
|
2021
Q3 | $24M | Buy |
129,549
+106,555
| +463% | +$20.6M | 0.31% | 123 |
|
|
2021
Q2 | $3.94M | Sell |
22,994
-122,471
| -84% | -$20.3M | 0.05% | 199 |
|
|
2021
Q1 | $21.8M | Sell |
145,465
-27,937
| -16% | -$4.13M | 0.25% | 134 |
|
|
2020
Q4 | $26.4M | Sell |
173,402
-98,502
| -36% | -$14.3M | 0.3% | 115 |
|
|
2020
Q3 | $38.2M | Sell |
271,904
-16,265
| -6% | -$2.33M | 0.46% | 74 |
|
|
2020
Q2 | $39.1M | Sell |
288,169
-7,331
| -2% | -$973K | 0.46% | 58 |
|
|
2020
Q1 | $36.9M | Sell |
295,500
-16,229
| -5% | -$2.45M | 0.49% | 52 |
|
|
2019
Q4 | $46.8M | Sell |
311,729
-21,971
| -7% | -$3.42M | 0.48% | 55 |
|
|
2019
Q3 | $49.5M | Buy |
333,700
+3,828
| +1% | +$541K | 0.5% | 51 |
|
|
2019
Q2 | $42.3M | Sell |
329,872
-6,501
| -2% | -$807K | 0.44% | 65 |
|
|
2019
Q1 | $39.9M | Buy |
336,373
+17,500
| +5% | +$1.95M | 0.43% | 71 |
|
|
2018
Q4 | $32.4M | Buy |
318,873
+56,938
| +22% | +$5.8M | 0.43% | 80 |
|
|
2018
Q3 | $26.6M | Buy |
261,935
+11,504
| +5% | +$1.15M | 0.31% | 111 |
|
|
2018
Q2 | $24.5M | Buy |
250,431
+17,701
| +8% | +$1.66M | 0.3% | 112 |
|
|
2018
Q1 | $21.3M | Buy |
232,730
+42,014
| +22% | +$3.71M | 0.27% | 125 |
|
|
2017
Q4 | $17.7M | Buy |
190,716
+126,103
| +195% | +$11.6M | 0.23% | 137 |
|
|
2017
Q3 | $5.54M | Buy |
64,613
+4,200
| +7% | +$371K | 0.07% | 281 |
|
|
2017
Q2 | $5.3M | Buy |
60,413
+18,200
| +43% | +$1.56M | 0.07% | 283 |
|
|
2017
Q1 | $3.39M | Sell |
42,213
-30,097
| -42% | -$2.4M | 0.05% | 399 |
|
|
2016
Q4 | $5.54M | Buy |
+72,310
| New | +$5.41M | 0.08% | 287 |
|
|
2016
Q2 | – | Sell |
-12,804
| Closed | -$917K | – | 871 |
|
|
2016
Q1 | $917K | Hold |
12,804
| – | – | 0.02% | 529 |
|
|
2015
Q4 | $878K | Sell |
12,804
-2,001
| -14% | -$135K | 0.02% | 533 |
|
|
2015
Q3 | $1M | Hold |
14,805
| – | – | 0.02% | 479 |
|
|
2015
Q2 | $916K | Buy |
+14,805
| New | +$938K | 0.02% | 547 |
|
|
2015
Q1 | – | Sell |
-6,902
| Closed | -$418K | – | 900 |
|
|
2014
Q4 | $418K | Sell |
6,902
-13,313
| -66% | -$758K | 0.01% | 727 |
|
|
2014
Q3 | $1.02M | Buy |
+20,215
| New | +$1.06M | 0.03% | 474 |
|
Other funds holding SUI
VPM
VCM
Martingale Asset Management's SUI Position: Q1 2026 in Review
Martingale Asset Management increased its Sun Communities (SUI) stake by 54% in Q1 2026, buying an estimated $488K and bringing the position to 10,812 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #425.
Martingale Asset Management first reported a position in SUI in Q3 2014 and has held it in 32 quarters since. The position peaked at $49.5M in Q3 2019. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- Martingale Asset Management held 10,812 shares of Sun Communities worth $1.36M as of Q1 2026.
- Martingale Asset Management bought 3,776 Sun Communities shares in Q1 2026, an estimated $488K.
- Sun Communities made up 0.03% of Martingale Asset Management's portfolio in Q1 2026, its #425 holding.
- Martingale Asset Management first reported a position in Sun Communities in Q3 2014 and has held it in 32 quarters since.
- Martingale Asset Management's Sun Communities position peaked at $49.5M in Q3 2019.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.