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 Q3	–	Sell	-44,380	Closed	-$5.32M	–	38
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Sophron Capital Management's SUI Position: Q3 2026 in Review

Sophron Capital Management sold out of Sun Communities (SUI) in Q3 2026, closing a stake of 44,380 shares — an estimated $5.32M sold.

Sophron Capital Management first reported a position in SUI in Q4 2024 and held it in 7 quarters. The position peaked at $5.32M in Q2 2026. 348 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Sophron Capital Management reported no remaining Sun Communities position as of Q3 2026 after selling out during the quarter.
Sophron Capital Management sold 44,380 Sun Communities shares in Q3 2026, an estimated $5.32M.
Sophron Capital Management first reported a position in Sun Communities in Q4 2024 and held it in 7 quarters.
Sophron Capital Management's Sun Communities position peaked at $5.32M in Q2 2026.
348 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Sophron Capital Management's 13F filing for Q3 2026.