Uniplan Investment Counsel’s Sun Communities SUI Stock Holding History

Uniplan Investment Counsel’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	$15.5M	Buy	123,123 +67,477	+121%	+$8.72M	1.59%	13
2025 Q4	$6.9M	Sell	55,646 -527	-0.9%	-$66K	0.69%	38
2025 Q3	$7.25M	Buy	56,173 +9,548	+20%	+$1.21M	0.71%	38
2025 Q2	$5.9M	Sell	46,625 -1,458	-3%	-$181K	0.6%	44
2025 Q1	$6.19M	Sell	48,083 -3,916	-8%	-$501K	0.6%	44
2024 Q4	$6.39M	Sell	51,999 -1,098	-2%	-$141K	0.59%	44
2024 Q3	$7.18M	Sell	53,097 -4,929	-8%	-$648K	0.63%	41
2024 Q2	$6.98M	Sell	58,026 -10,880	-16%	-$1.29M	0.63%	42
2024 Q1	$8.86M	Sell	68,906 -2,310	-3%	-$300K	0.7%	36
2023 Q4	$9.62M	Buy	+71,216	New	+$8.58M	0.72%	35

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

Uniplan Investment Counsel's SUI Position: Q1 2026 in Review

Uniplan Investment Counsel increased its Sun Communities (SUI) stake by 121% in Q1 2026, buying an estimated $8.72M and bringing the position to 123,123 shares worth $15.5M. The position accounts for 1.59% of the portfolio, ranked #13.

Uniplan Investment Counsel first reported a position in SUI in Q4 2023 and has held it in 10 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Uniplan Investment Counsel held 123,123 shares of Sun Communities worth $15.5M as of Q1 2026.
Uniplan Investment Counsel bought 67,477 Sun Communities shares in Q1 2026, an estimated $8.72M.
Sun Communities made up 1.59% of Uniplan Investment Counsel's portfolio in Q1 2026, its #13 holding.
Uniplan Investment Counsel first reported a position in Sun Communities in Q4 2023 and has held it in 10 quarters since.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Uniplan Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.