TCW Group’s Sun Communities SUI Stock Holding History

TCW Group’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	$230K	Buy	1,825 +89	+5%	+$11.5K	﹤0.01%	614
2025 Q4	$215K	Buy	+1,736	New	+$217K	﹤0.01%	628
2024 Q3	–	Sell	-15,190	Closed	-$1.83M	–	371
2024 Q2	$1.83M	Buy	15,190 +3,854	+34%	+$458K	0.02%	268
2024 Q1	$1.46M	Buy	11,336 +130	+1%	+$16.9K	0.01%	270
2023 Q4	$1.5M	Buy	+11,206	New	+$1.35M	0.02%	281
2021 Q2	–	Sell	-15,587	Closed	-$2.34M	–	359
2021 Q1	$2.34M	Hold	15,587	–	–	0.02%	244
2020 Q4	$2.37M	Buy	+15,587	New	+$2.26M	0.02%	238
2020 Q3	–	Sell	-18,424	Closed	-$2.5M	–	324
2020 Q2	$2.5M	Sell	18,424 -29,600	-62%	-$3.93M	0.03%	193
2020 Q1	$6M	Sell	48,024 -74,678	-61%	-$11.3M	0.08%	142
2019 Q4	$18.4M	Buy	122,702 +9,500	+8%	+$1.48M	0.2%	96
2019 Q3	$16.8M	Buy	113,202 +14	+0%	+$1.98K	0.19%	101
2019 Q2	$14.5M	Buy	113,188 +37,679	+50%	+$4.68M	0.15%	105
2019 Q1	$8.95M	Buy	+75,509	New	+$8.39M	0.09%	140

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCW Group's SUI Position: Q1 2026 in Review

TCW Group increased its Sun Communities (SUI) stake by 5.1% in Q1 2026, buying an estimated $11.5K and bringing the position to 1,825 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

TCW Group first reported a position in SUI in Q1 2019 and has held it in 13 quarters since. The position peaked at $18.4M in Q4 2019. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

TCW Group held 1,825 shares of Sun Communities worth $230K as of Q1 2026.
TCW Group bought 89 Sun Communities shares in Q1 2026, an estimated $11.5K.
Sun Communities made up ﹤0.01% of TCW Group's portfolio in Q1 2026, its #614 holding.
TCW Group first reported a position in Sun Communities in Q1 2019 and has held it in 13 quarters since.
TCW Group's Sun Communities position peaked at $18.4M in Q4 2019.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.