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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
2025
Q1 		– Sell
-175,000
Closed -$21.5M – 22
2024
Q4 		$21.5M Buy
+175,000
New +$22.4M 3.48% 9

Other funds holding SUI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vision Capital's SUI Position: Q3 2026 in Review

Vision Capital increased its Sun Communities (SUI) stake by 64% in Q3 2026, buying an estimated $10.3M and bringing the position to 221,138 shares worth $24.5M. The position accounts for 6.99% of the portfolio, ranked #5.

Vision Capital first reported a position in SUI in Q4 2018 and has held it in 28 quarters since. The position peaked at $64.2M in Q4 2022. 427 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Vision Capital held 221,138 shares of Sun Communities worth $24.5M as of Q3 2026.
  • Vision Capital bought 85,986 Sun Communities shares in Q3 2026, an estimated $10.3M.
  • Sun Communities made up 6.99% of Vision Capital's portfolio in Q3 2026, its #5 holding.
  • Vision Capital first reported a position in Sun Communities in Q4 2018 and has held it in 28 quarters since.
  • Vision Capital's Sun Communities position peaked at $64.2M in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Vision Capital's 13F filing for Q3 2026, filed 13 Nov 2026.