VI
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Versor Investments’s Sun Communities SUI Stock Holding History

Versor Investments’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
2025
Q2 		– Sell
-6,545
Closed -$842K – 923
2025
Q1 		$842K Buy
6,545
+3,145
+93% +$402K 0.14% 259
2024
Q4 		$418K Buy
+3,400
New +$435K 0.07% 445
2023
Q1 		– Sell
-2,100
Closed -$300K – 870
2022
Q4 		$300K Buy
+2,100
New +$287K 0.03% 509
2022
Q2 		– Sell
-3,725
Closed -$653K – 916
2022
Q1 		$653K Sell
3,725
-3,275
-47% -$609K 0.02% 243
2021
Q4 		$1.47M Sell
7,000
-353
-5% -$69.5K 0.04% 73
2021
Q3 		$1.36M Buy
7,353
+4,110
+127% +$793K 0.04% 77
2021
Q2 		$556K Buy
+3,243
New +$538K 0.02% 132

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return