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Vision Capital’s Sun Communities SUI Stock Holding History

Vision Capital’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 		$41.7M Buy
330,796
+47,462
+17% +$6.13M 10.48% 2
2025
Q4 		$35.1M Buy
283,334
+1,474
+0.5% +$184K 15.46% 1
2025
Q3 		$36.4M Buy
281,860
+7,000
+3% +$885K 10.63% 2
2025
Q2 		$34.8M Hold
274,860
– – 9.2% 3
2025
Q1 		$35.4M Hold
274,860
– – 8.09% 3
2024
Q4 		$33.8M Hold
274,860
– – 5.46% 3
2024
Q3 		$37.1M Sell
274,860
-98,933
-26% -$13M 5.99% 4
2024
Q2 		$45M Hold
373,793
– – 7.31% 3
2024
Q1 		$48.1M Sell
373,793
-25,000
-6% -$3.25M 9.82% 2
2023
Q4 		$53.3M Hold
398,793
– – 20.87% 1
2023
Q3 		$47.2M Hold
398,793
– – 16.22% 2
2023
Q2 		$52M Buy
398,793
+100,000
+33% +$13.4M 19.94% 3
2023
Q1 		$42.1M Sell
298,793
-149,900
-33% -$21.9M 12.37% 3
2022
Q4 		$64.2M Sell
448,693
-102
-0% -$13.9K 11.98% 4
2022
Q3 		$60.7M Buy
448,795
+183,100
+69% +$29M 16.1% 2
2022
Q2 		$42.3M Sell
265,695
-25,990
-9% -$4.36M 9.89% 2
2022
Q1 		$51.1M Buy
+291,685
New +$54.2M 5.48% 5
2021
Q2 		– Sell
-302,618
Closed -$45.4M – 19
2021
Q1 		$45.4M Buy
302,618
+214,012
+242% +$31.6M 8.21% 3
2020
Q4 		$13.5M Buy
88,606
+37,475
+73% +$5.42M 3.25% 11
2020
Q3 		$7.19M Buy
51,131
+259
+0.5% +$37.1K 3.68% 11
2020
Q2 		$6.9M Buy
+50,872
New +$6.75M 6.04% 7
2020
Q1 		– Sell
-133,910
Closed -$19.9M – 7
2019
Q4 		$19.9M Buy
133,910
+33,721
+34% +$5.25M 13.09% 4
2019
Q3 		$14.9M Sell
100,189
-72,680
-42% -$10.3M 12.6% 4
2019
Q2 		$22.2M Buy
172,869
+20,730
+14% +$2.57M 13.63% 4
2019
Q1 		$18M Buy
152,139
+33,075
+28% +$3.68M 13.96% 5
2018
Q4 		$12.1M Buy
+119,064
New +$12.1M 9.14% 4

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

Vision Capital's SUI Position: Q1 2026 in Review

Vision Capital increased its Sun Communities (SUI) stake by 17% in Q1 2026, buying an estimated $6.13M and bringing the position to 330,796 shares worth $41.7M. The position accounts for 10.48% of the portfolio, ranked #2.

Vision Capital first reported a position in SUI in Q4 2018 and has held it in 26 quarters since. The position peaked at $64.2M in Q4 2022. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Vision Capital held 330,796 shares of Sun Communities worth $41.7M as of Q1 2026.
  • Vision Capital bought 47,462 Sun Communities shares in Q1 2026, an estimated $6.13M.
  • Sun Communities made up 10.48% of Vision Capital's portfolio in Q1 2026, its #2 holding.
  • Vision Capital first reported a position in Sun Communities in Q4 2018 and has held it in 26 quarters since.
  • Vision Capital's Sun Communities position peaked at $64.2M in Q4 2022.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Vision Capital's 13F filing for Q1 2026, filed 14 May 2026.