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Perkins Investment Management’s Sun Communities SUI Stock Holding History

Perkins Investment 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
2017
Q1 		$47.2M Buy
588,118
+14,646
+3% +$1.17M 0.58% 71
2016
Q4 		$43.9M Buy
573,472
+16,397
+3% +$1.23M 0.56% 73
2016
Q3 		$43.7M Buy
557,075
+235,022
+73% +$18.2M 0.6% 66
2016
Q2 		$24.7M Buy
+322,053
New +$22.7M 0.37% 88

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Perkins Investment Management's SUI Position: Q1 2017 in Review

Perkins Investment Management increased its Sun Communities (SUI) stake by 2.6% in Q1 2017, buying an estimated $1.17M and bringing the position to 588,118 shares worth $47.2M. The position accounts for 0.58% of the portfolio, ranked #71.

Perkins Investment Management first reported a position in SUI in Q2 2016 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold SUI as of Q1 2017.

  • Perkins Investment Management held 588,118 shares of Sun Communities worth $47.2M as of Q1 2017.
  • Perkins Investment Management bought 14,646 Sun Communities shares in Q1 2017, an estimated $1.17M.
  • Sun Communities made up 0.58% of Perkins Investment Management's portfolio in Q1 2017, its #71 holding.
  • Perkins Investment Management first reported a position in Sun Communities in Q2 2016 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Sun Communities as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.