Rockefeller Capital Management
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Rockefeller Capital Management’s Sun Communities SUI Stock Holding History

Rockefeller 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
Q1 		$1.03M Buy
8,182
+1,242
+18% +$161K ﹤0.01% 1600
2025
Q4 		$861K Buy
6,940
+140
+2% +$17.5K ﹤0.01% 1614
2025
Q3 		$878K Buy
+6,800
New +$859K ﹤0.01% 1483
2024
Q3 		– Sell
-11,609
Closed -$1.4M – 1688
2024
Q2 		$1.4M Buy
11,609
+1,567
+16% +$186K ﹤0.01% 1096
2024
Q1 		$1.29M Buy
+10,042
New +$1.3M ﹤0.01% 1170
2023
Q3 		– Sell
-6,167
Closed -$805K – 1799
2023
Q2 		$805K Sell
6,167
-63
-1% -$8.43K ﹤0.01% 1170
2023
Q1 		$876K Sell
6,230
-3,577
-36% -$523K ﹤0.01% 1132
2022
Q4 		$1.4M Sell
9,807
-546
-5% -$74.6K 0.01% 885
2022
Q3 		$1.4M Buy
10,353
+6,862
+197% +$1.09M 0.01% 890
2022
Q2 		$555K Sell
3,491
-287
-8% -$48.2K ﹤0.01% 1222
2022
Q1 		$662K Buy
3,778
+636
+20% +$118K ﹤0.01% 1208
2021
Q4 		$659K Sell
3,142
-7
-0.2% -$1.38K ﹤0.01% 1221
2021
Q3 		$582K Buy
3,149
+1,365
+77% +$263K ﹤0.01% 1205
2021
Q2 		$305K Buy
1,784
+964
+118% +$160K ﹤0.01% 1359
2021
Q1 		$123K Buy
820
+115
+16% +$17K ﹤0.01% 1519
2020
Q4 		$106K Buy
705
+68
+11% +$9.84K ﹤0.01% 1413
2020
Q3 		$89K Buy
637
+37
+6% +$5.31K ﹤0.01% 1301
2020
Q2 		$81K Buy
600
+503
+519% +$66.8K ﹤0.01% 1246
2020
Q1 		$12K Buy
97
+55
+131% +$8.31K ﹤0.01% 1698
2019
Q4 		$6K Sell
42
-43
-51% -$6.7K ﹤0.01% 1755
2019
Q3 		$13K Buy
+85
New +$12K ﹤0.01% 1350
2019
Q2 		– Sell
-15
Closed -$2K – 1949
2019
Q1 		$2K Buy
+15
New +$1.67K ﹤0.01% 1809

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's SUI Position: Q1 2026 in Review

Rockefeller Capital Management increased its Sun Communities (SUI) stake by 18% in Q1 2026, buying an estimated $161K and bringing the position to 8,182 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Rockefeller Capital Management first reported a position in SUI in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.4M in Q4 2022. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Rockefeller Capital Management held 8,182 shares of Sun Communities worth $1.03M as of Q1 2026.
  • Rockefeller Capital Management bought 1,242 Sun Communities shares in Q1 2026, an estimated $161K.
  • Sun Communities made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1600 holding.
  • Rockefeller Capital Management first reported a position in Sun Communities in Q1 2019 and has held it in 22 quarters since.
  • Rockefeller Capital Management's Sun Communities position peaked at $1.4M in Q4 2022.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.