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RMR Advisors’s Sun Communities SUI Stock Holding History

RMR Advisors’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
2020
Q4 		– Sell
-65,356
Closed -$9.19M – 70
2020
Q3 		$9.19M Hold
65,356
– – 4.73% 2
2020
Q2 		$8.87M Hold
65,356
– – 3.91% 2
2020
Q1 		$8.16M Hold
65,356
– – 4.13% 2
2019
Q4 		$9.81M Sell
65,356
-2,500
-4% -$389K 3.37% 2
2019
Q3 		$10.1M Sell
67,856
-5,000
-7% -$706K 3.45% 1
2019
Q2 		$9.34M Hold
72,856
– – 3.39% 1
2019
Q1 		$8.63M Hold
72,856
– – 3.12% 3
2018
Q4 		$7.41M Hold
72,856
– – 3.06% 2
2018
Q3 		$7.4M Hold
72,856
– – 2.76% 3
2018
Q2 		$7.13M Hold
72,856
– – 2.68% 3
2018
Q1 		$6.66M Hold
72,856
– – 2.78% 2
2017
Q4 		$6.76M Hold
72,856
– – 2.56% 2
2017
Q3 		$6.24M Hold
72,856
– – 2.87% 3
2017
Q2 		$6.39M Hold
72,856
– – 3.22% 3
2017
Q1 		$5.85M Hold
72,856
– – 2.64% 4
2016
Q4 		$5.58M Sell
72,856
-5,000
-6% -$374K 2.82% 4
2016
Q3 		$6.11M Hold
77,856
– – 2.95% 4
2016
Q2 		$5.97M Hold
77,856
– – 2.85% 5
2016
Q1 		$5.58M Buy
77,856
+5,000
+7% +$337K 2.88% 5
2015
Q4 		$4.99M Buy
72,856
+5,000
+7% +$337K 2.7% 5
2015
Q3 		$4.6M Hold
67,856
– – 2.59% 7
2015
Q2 		$4.2M Hold
67,856
– – 2.35% 9
2015
Q1 		$4.53M Hold
67,856
– – 2.32% 11
2014
Q4 		$4.1M Hold
67,856
– – 2.2% 12
2014
Q3 		$3.43M Buy
67,856
+5,600
+9% +$294K 2.07% 11
2014
Q2 		$3.1M Hold
62,256
– – 1.8% 13
2014
Q1 		$2.81M Buy
62,256
+10,000
+19% +$451K 1.76% 13
2013
Q4 		$2.23M Hold
52,256
– – 1.51% 16
2013
Q3 		$2.23M Hold
52,256
– – 1.52% 18
2013
Q2 		$2.6M Buy
+52,256
New +$2.63M 1.68% 15

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

RMR Advisors's SUI Position: Q4 2020 in Review

RMR Advisors sold out of Sun Communities (SUI) in Q4 2020, closing a stake of 65,356 shares — an estimated $9.19M sold.

RMR Advisors first reported a position in SUI in Q2 2013 and held it in 30 quarters. The position peaked at $10.1M in Q3 2019. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

  • RMR Advisors reported no remaining Sun Communities position as of Q4 2020 after selling out during the quarter.
  • RMR Advisors sold 65,356 Sun Communities shares in Q4 2020, an estimated $9.19M.
  • RMR Advisors first reported a position in Sun Communities in Q2 2013 and held it in 30 quarters.
  • RMR Advisors's Sun Communities position peaked at $10.1M in Q3 2019.
  • 447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on RMR Advisors's 13F filing for Q4 2020.