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Sterling Capital Management’s Sun Communities SUI Stock Holding History

Sterling 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 		$441K Sell
3,505
-2,533
-42% -$327K 0.01% 830
2025
Q4 		$748K Sell
6,038
-315
-5% -$39.4K 0.01% 744
2025
Q3 		$820K Sell
6,353
-484
-7% -$61.2K 0.01% 703
2025
Q2 		$865K Sell
6,837
-200
-3% -$24.8K 0.01% 682
2025
Q1 		$905K Sell
7,037
-273
-4% -$34.9K 0.01% 642
2024
Q4 		$899K Sell
7,310
-19,219
-72% -$2.46M 0.01% 665
2024
Q3 		$3.59M Buy
+26,529
New +$3.49M 0.05% 268

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

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

Sterling Capital Management reduced its Sun Communities (SUI) stake by 42% in Q1 2026, selling an estimated $327K and leaving 3,505 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #830.

Sterling Capital Management first reported a position in SUI in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.59M in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Sterling Capital Management held 3,505 shares of Sun Communities worth $441K as of Q1 2026.
  • Sterling Capital Management sold 2,533 Sun Communities shares in Q1 2026, an estimated $327K.
  • Sun Communities made up 0.01% of Sterling Capital Management's portfolio in Q1 2026, its #830 holding.
  • Sterling Capital Management first reported a position in Sun Communities in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Sun Communities position peaked at $3.59M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.