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
Q2 		$3.54M Buy
29,553
+21,371
+261% +$2.67M 0.01% 1125
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

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rockefeller Capital Management's SUI Position: Q2 2026 in Review

Rockefeller Capital Management increased its Sun Communities (SUI) stake by 261% in Q2 2026, buying an estimated $2.67M and bringing the position to 29,553 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #1125.

Rockefeller Capital Management first reported a position in SUI in Q1 2019 and has held it in 23 quarters since. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Rockefeller Capital Management held 29,553 shares of Sun Communities worth $3.54M as of Q2 2026.
  • Rockefeller Capital Management bought 21,371 Sun Communities shares in Q2 2026, an estimated $2.67M.
  • Sun Communities made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1125 holding.
  • Rockefeller Capital Management first reported a position in Sun Communities in Q1 2019 and has held it in 23 quarters since.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.