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Warwick Investment Management’s Sun Communities SUI Stock Holding History

Warwick Investment Management’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 		– Sell
-2,479
Closed -$307K – 161
2025
Q4 		$307K Sell
2,479
-4
-0.2% -$501 0.05% 110
2025
Q3 		$320K Buy
+2,483
New +$314K 0.06% 108
2023
Q1 		– Sell
-6,260
Closed -$895K – 85
2022
Q4 		$895K Buy
+6,260
New +$855K 0.37% 39

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

Warwick Investment Management's SUI Position: Q1 2026 in Review

Warwick Investment Management sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 2,479 shares — an estimated $307K sold.

Warwick Investment Management first reported a position in SUI in Q4 2022 and held it in 3 quarters. The position peaked at $895K in Q4 2022. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Warwick Investment Management reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Warwick Investment Management sold 2,479 Sun Communities shares in Q1 2026, an estimated $307K.
  • Warwick Investment Management first reported a position in Sun Communities in Q4 2022 and held it in 3 quarters.
  • Warwick Investment Management's Sun Communities position peaked at $895K in Q4 2022.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Warwick Investment Management's 13F filing for Q1 2026, filed 12 May 2026.