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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
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

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

Sophron Capital Management's SUI Position: Q1 2026 in Review

Sophron Capital Management increased its Sun Communities (SUI) stake by 17% in Q1 2026, buying an estimated $270K and bringing the position to 14,571 shares worth $1.84M. The position accounts for 0.54% of the portfolio, ranked #37.

Sophron Capital Management first reported a position in SUI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Sophron Capital Management held 14,571 shares of Sun Communities worth $1.84M as of Q1 2026.
  • Sophron Capital Management bought 2,089 Sun Communities shares in Q1 2026, an estimated $270K.
  • Sun Communities made up 0.54% of Sophron Capital Management's portfolio in Q1 2026, its #37 holding.
  • Sophron Capital Management first reported a position in Sun Communities in Q4 2024 and has held it in 6 quarters since.
  • Sophron Capital Management's Sun Communities position peaked at $2.89M in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Sophron Capital Management's 13F filing for Q1 2026, filed 15 May 2026.