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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group's SUI Position: Q2 2026 in Review

UBS Group reduced its Sun Communities (SUI) stake by 15% in Q2 2026, selling an estimated $5.74M and leaving 251,973 shares worth $30.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

UBS Group first reported a position in SUI in Q4 2014 and has held it in 47 quarters since. The position peaked at $53.9M in Q4 2024. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • UBS Group held 251,973 shares of Sun Communities worth $30.2M as of Q2 2026.
  • UBS Group sold 45,889 Sun Communities shares in Q2 2026, an estimated $5.74M.
  • Sun Communities made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2257 holding.
  • UBS Group first reported a position in Sun Communities in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Sun Communities position peaked at $53.9M in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.