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SJS Investment Consulting’s Sun Communities SUI Stock Holding History

SJS Investment Consulting’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 		$47.1K Sell
374
-33
-8% -$4.26K 0.01% 416
2025
Q4 		$50.4K Buy
407
+226
+125% +$28.3K 0.01% 357
2025
Q3 		$23.3K Buy
+181
New +$22.9K ﹤0.01% 497
2022
Q1 		$17K Hold
94
– – 0.01% 322
2021
Q4 		$20K Buy
+94
New +$18.5K 0.01% 277

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

SJS Investment Consulting's SUI Position: Q1 2026 in Review

SJS Investment Consulting reduced its Sun Communities (SUI) stake by 8.1% in Q1 2026, selling an estimated $4.26K and leaving 374 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #416.

SJS Investment Consulting first reported a position in SUI in Q4 2021 and has held it in 5 quarters since. The position peaked at $50.4K in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • SJS Investment Consulting held 374 shares of Sun Communities worth $47.1K as of Q1 2026.
  • SJS Investment Consulting sold 33 Sun Communities shares in Q1 2026, an estimated $4.26K.
  • Sun Communities made up 0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #416 holding.
  • SJS Investment Consulting first reported a position in Sun Communities in Q4 2021 and has held it in 5 quarters since.
  • SJS Investment Consulting's Sun Communities position peaked at $50.4K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.