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 Q2	$10.2M	Sell	85,283 -37,840	-31%	-$4.73M	0.96%	27
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Uniplan Investment Counsel's SUI Position: Q2 2026 in Review

Uniplan Investment Counsel reduced its Sun Communities (SUI) stake by 31% in Q2 2026, selling an estimated $4.73M and leaving 85,283 shares worth $10.2M. The position accounts for 0.96% of the portfolio, ranked #27.

Uniplan Investment Counsel first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5M in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Uniplan Investment Counsel held 85,283 shares of Sun Communities worth $10.2M as of Q2 2026.
Uniplan Investment Counsel sold 37,840 Sun Communities shares in Q2 2026, an estimated $4.73M.
Sun Communities made up 0.96% of Uniplan Investment Counsel's portfolio in Q2 2026, its #27 holding.
Uniplan Investment Counsel first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
Uniplan Investment Counsel's Sun Communities position peaked at $15.5M in Q1 2026.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.