Socorro Asset Management’s Sun Communities SUI Stock Holding History

Socorro Asset 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
2022 Q1	–	Sell	-63,046	Closed	-$13.2M	–	35
2021 Q4	$13.2M	Hold	63,046	–	–	3.77%	6
2021 Q3	$11.7M	Sell	63,046 -417	-0.7%	-$80.5K	3.29%	11
2021 Q2	$10.9M	Buy	63,463 +11,365	+22%	+$1.88M	3.55%	7
2021 Q1	$7.82M	Buy	52,098 +22,998	+79%	+$3.4M	3.46%	11
2020 Q4	$4.42M	Buy	+29,100	New	+$4.21M	2.29%	29

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Socorro Asset Management's SUI Position: Q1 2022 in Review

Socorro Asset Management sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 63,046 shares — an estimated $13.2M sold.

Socorro Asset Management first reported a position in SUI in Q4 2020 and held it in 5 quarters. The position peaked at $13.2M in Q4 2021. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

Socorro Asset Management reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
Socorro Asset Management sold 63,046 Sun Communities shares in Q1 2022, an estimated $13.2M.
Socorro Asset Management first reported a position in Sun Communities in Q4 2020 and held it in 5 quarters.
Socorro Asset Management's Sun Communities position peaked at $13.2M in Q4 2021.
525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on Socorro Asset Management's 13F filing for Q1 2022, filed 13 May 2022.