SCRM
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Security Capital Research & Management’s Sun Communities SUI Stock Holding History

Security Capital Research & 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
2018
Q4 		– Sell
-246,585
Closed -$25M – 41
2018
Q3 		$25M Buy
246,585
+20,950
+9% +$2.09M 0.87% 28
2018
Q2 		$22.1M Sell
225,635
-2,850
-1% -$268K 0.78% 34
2018
Q1 		$20.9M Buy
228,485
+45,250
+25% +$3.99M 0.77% 34
2017
Q4 		$17M Sell
183,235
-7,940
-4% -$728K 0.53% 42
2017
Q3 		$16.4M Sell
191,175
-6,750
-3% -$597K 0.51% 41
2017
Q2 		$17.4M Buy
197,925
+9,260
+5% +$794K 0.55% 41
2017
Q1 		$15.2M Buy
188,665
+163,840
+660% +$13.1M 0.5% 42
2016
Q4 		$1.9M Sell
24,825
-509,234
-95% -$38.1M 0.06% 46
2016
Q3 		$41.9M Buy
534,059
+81,437
+18% +$6.32M 1.47% 24
2016
Q2 		$34.7M Buy
+452,622
New +$31.9M 1.18% 27

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return