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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
Q2 		$16.2M Sell
135,152
-195,644
-59% -$24.5M 5.24% 8
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

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

Vision Capital's SUI Position: Q2 2026 in Review

Vision Capital reduced its Sun Communities (SUI) stake by 59% in Q2 2026, selling an estimated $24.5M and leaving 135,152 shares worth $16.2M. The position accounts for 5.24% of the portfolio, ranked #8.

Vision Capital first reported a position in SUI in Q4 2018 and has held it in 27 quarters since. The position peaked at $64.2M in Q4 2022. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Vision Capital held 135,152 shares of Sun Communities worth $16.2M as of Q2 2026.
  • Vision Capital sold 195,644 Sun Communities shares in Q2 2026, an estimated $24.5M.
  • Sun Communities made up 5.24% of Vision Capital's portfolio in Q2 2026, its #8 holding.
  • Vision Capital first reported a position in Sun Communities in Q4 2018 and has held it in 27 quarters since.
  • Vision Capital's Sun Communities position peaked at $64.2M in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Vision Capital's 13F filing for Q2 2026, filed 13 Aug 2026.