Poplar Forest Capital’s Sun Communities SUI Stock Holding History

Poplar Forest 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	$9.72M	Buy	75,582 +4,328	+6%	+$553K	1.73%	27
2024 Q4	$8.76M	Sell	71,254 -23,772	-25%	-$3.04M	1.61%	27
2024 Q3	$12.8M	Sell	95,026 -27,040	-22%	-$3.56M	1.75%	27
2024 Q2	$14.7M	Buy	122,066 +63,144	+107%	+$7.5M	2.05%	25
2024 Q1	$7.58M	Buy	58,922 +27	+0%	+$3.5K	1.02%	30
2023 Q4	$7.87M	Buy	+58,895	New	+$7.09M	1.14%	29

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 $34.8B AUM 20.7% 1-Year Est. Return

Poplar Forest Capital's SUI Position: Q1 2025 in Review

Poplar Forest Capital increased its Sun Communities (SUI) stake by 6.1% in Q1 2025, buying an estimated $553K and bringing the position to 75,582 shares worth $9.72M. The position accounts for 1.73% of the portfolio, ranked #27.

Poplar Forest Capital first reported a position in SUI in Q4 2023 and has held it in 6 quarters since. The position peaked at $14.7M in Q2 2024. 495 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Poplar Forest Capital held 75,582 shares of Sun Communities worth $9.72M as of Q1 2025.
Poplar Forest Capital bought 4,328 Sun Communities shares in Q1 2025, an estimated $553K.
Sun Communities made up 1.73% of Poplar Forest Capital's portfolio in Q1 2025, its #27 holding.
Poplar Forest Capital first reported a position in Sun Communities in Q4 2023 and has held it in 6 quarters since.
Poplar Forest Capital's Sun Communities position peaked at $14.7M in Q2 2024.
495 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.