UBS Group
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UBS Group’s Sun Communities SUI Stock Holding History

UBS 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
2024
Q4 		– Sell
-32,200
Closed -$4.35M – 10372
2024
Q3 		$4.35M Sell
32,200
-24,300
-43% -$3.2M ﹤0.01% 3220
2024
Q2 		$6.8M Buy
+56,500
New +$6.71M ﹤0.01% 2555

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

UBS Group's SUI Position: Q1 2026 in Review

UBS Group increased its Sun Communities (SUI) stake by 50% in Q1 2026, buying an estimated $12.9M and bringing the position to 297,862 shares worth $37.5M. The position accounts for 0.01% of the portfolio, ranked #1927.

UBS Group first reported a position in SUI in Q4 2014 and has held it in 46 quarters since. The position peaked at $53.9M in Q4 2024. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • UBS Group held 297,862 shares of Sun Communities worth $37.5M as of Q1 2026.
  • UBS Group bought 99,562 Sun Communities shares in Q1 2026, an estimated $12.9M.
  • Sun Communities made up 0.01% of UBS Group's portfolio in Q1 2026, its #1927 holding.
  • UBS Group first reported a position in Sun Communities in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Sun Communities position peaked at $53.9M in Q4 2024.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.