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Sophron Capital Management’s Sun Communities SUI Stock Holding History

Sophron 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 		$5.32M Buy
44,380
+29,809
+205% +$3.73M 1.65% 27
2026
Q1 		$1.84M Buy
14,571
+2,089
+17% +$270K 0.54% 37
2025
Q4 		$1.55M Sell
12,482
-3,104
-20% -$389K 0.5% 37
2025
Q3 		$2.01M Sell
15,586
-991
-6% -$125K 0.62% 35
2025
Q2 		$2.1M Buy
16,577
+1,997
+14% +$248K 0.64% 32
2025
Q1 		$1.88M Sell
14,580
-8,933
-38% -$1.14M 0.64% 31
2024
Q4 		$2.89M Buy
+23,513
New +$3.01M 1.14% 30

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sophron Capital Management increased its Sun Communities (SUI) stake by 205% in Q2 2026, buying an estimated $3.73M and bringing the position to 44,380 shares worth $5.32M. The position accounts for 1.65% of the portfolio, ranked #27.

Sophron Capital Management first reported a position in SUI in Q4 2024 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Sophron Capital Management held 44,380 shares of Sun Communities worth $5.32M as of Q2 2026.
  • Sophron Capital Management bought 29,809 Sun Communities shares in Q2 2026, an estimated $3.73M.
  • Sun Communities made up 1.65% of Sophron Capital Management's portfolio in Q2 2026, its #27 holding.
  • Sophron Capital Management first reported a position in Sun Communities in Q4 2024 and has held it in 7 quarters since.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Sophron Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.