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Waterfront Capital Partners’s Sun Communities SUI Stock Holding History

Waterfront Capital Partners’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
Q3 		– Sell
-70,888
Closed -$8.97M – 35
2025
Q2 		$8.97M Buy
+70,888
New +$8.79M 2.2% 24
2024
Q2 		– Sell
-325,865
Closed -$41.9M – 48
2024
Q1 		$41.9M Buy
325,865
+5,908
+2% +$767K 3.77% 10
2023
Q4 		$42.8M Buy
+319,957
New +$38.5M 3.51% 11
2023
Q1 		– Sell
-448,737
Closed -$64.2M – 50
2022
Q4 		$64.2M Buy
448,737
+15,094
+3% +$2.06M 5.25% 5
2022
Q3 		$58.7M Sell
433,643
-118,869
-22% -$18.8M 4.38% 9
2022
Q2 		$88M Buy
552,512
+62,149
+13% +$10.4M 5.93% 1
2022
Q1 		$86M Buy
490,363
+80,689
+20% +$15M 5.36% 4
2021
Q4 		$86M Buy
409,674
+105,167
+35% +$20.7M 5.23% 5
2021
Q3 		$56.4M Sell
304,507
-117,474
-28% -$22.7M 3.97% 13
2021
Q2 		$72.3M Sell
421,981
-29,038
-6% -$4.81M 5.44% 1
2021
Q1 		$67.7M Buy
451,019
+38,280
+9% +$5.65M 6.13% 1
2020
Q4 		$62.7M Buy
412,739
+298,912
+263% +$43.3M 6.14% 1
2020
Q3 		$16M Sell
113,827
-75,690
-40% -$10.9M 2.58% 19
2020
Q2 		$25.7M Sell
189,517
-35,645
-16% -$4.73M 4.24% 4
2020
Q1 		$28.1M Buy
225,162
+61,755
+38% +$9.33M 3.45% 7
2019
Q4 		$24.5M Buy
163,407
+68,771
+73% +$10.7M 3.73% 7
2019
Q3 		$14M Sell
94,636
-111,331
-54% -$15.7M 2.17% 21
2019
Q2 		$26.4M Buy
205,967
+111,407
+118% +$13.8M 4.34% 4
2019
Q1 		$11.2M Buy
94,560
+7,910
+9% +$879K 1.63% 26
2018
Q4 		$8.81M Sell
86,650
-165,142
-66% -$16.8M 1.5% 29
2018
Q3 		$25.6M Buy
251,792
+51,792
+26% +$5.17M 3.43% 11
2018
Q2 		$19.6M Buy
200,000
+15,906
+9% +$1.5M 2.32% 18
2018
Q1 		$16.8M Buy
184,094
+3,681
+2% +$325K 2.02% 22
2017
Q4 		$16.7M Buy
+180,413
New +$16.5M 2.08% 24

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Waterfront Capital Partners's SUI Position: Q3 2025 in Review

Waterfront Capital Partners sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 70,888 shares — an estimated $8.97M sold.

Waterfront Capital Partners first reported a position in SUI in Q4 2017 and held it in 24 quarters. The position peaked at $88M in Q2 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • Waterfront Capital Partners reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
  • Waterfront Capital Partners sold 70,888 Sun Communities shares in Q3 2025, an estimated $8.97M.
  • Waterfront Capital Partners first reported a position in Sun Communities in Q4 2017 and held it in 24 quarters.
  • Waterfront Capital Partners's Sun Communities position peaked at $88M in Q2 2022.
  • 504 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Waterfront Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.