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Xponance’s Sun Communities SUI Stock Holding History

Xponance’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 		$2.36M Buy
18,710
+2,549
+16% +$329K 0.02% 538
2025
Q4 		$2M Sell
16,161
-58
-0.4% -$7.26K 0.02% 541
2025
Q3 		$2.09M Buy
16,219
+266
+2% +$33.6K 0.02% 537
2025
Q2 		$2.02M Buy
15,953
+3,072
+24% +$381K 0.02% 531
2025
Q1 		$1.66M Buy
12,881
+498
+4% +$63.7K 0.02% 560
2024
Q4 		$1.52M Buy
12,383
+1,530
+14% +$196K 0.01% 593
2024
Q3 		$1.47M Buy
10,853
+321
+3% +$42.2K 0.01% 600
2024
Q2 		$1.27M Sell
10,532
-2,566
-20% -$305K 0.01% 614
2024
Q1 		$1.68M Buy
13,098
+5,833
+80% +$757K 0.02% 563
2023
Q4 		$971K Sell
7,265
-112
-2% -$13.5K 0.01% 681
2023
Q3 		$873K Buy
7,377
+191
+3% +$24.2K 0.01% 694
2023
Q2 		$937K Buy
7,186
+2,868
+66% +$384K 0.01% 664
2023
Q1 		$608K Buy
4,318
+36
+0.8% +$5.26K 0.01% 850
2022
Q4 		$612K Buy
4,282
+1,920
+81% +$262K 0.01% 820
2022
Q3 		$320K Buy
2,362
+93
+4% +$14.7K 0.01% 974
2022
Q2 		$362K Buy
2,269
+957
+73% +$161K 0.01% 965
2022
Q1 		$230K Buy
1,312
+67
+5% +$12.5K ﹤0.01% 1079
2021
Q4 		$261K Buy
1,245
+14
+1% +$2.76K ﹤0.01% 1072
2021
Q3 		$228K Sell
1,231
-412
-25% -$79.5K ﹤0.01% 1095
2021
Q2 		$282K Buy
+1,643
New +$272K 0.01% 1089

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

Xponance's SUI Position: Q1 2026 in Review

Xponance increased its Sun Communities (SUI) stake by 16% in Q1 2026, buying an estimated $329K and bringing the position to 18,710 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #538.

Xponance first reported a position in SUI in Q2 2021 and has held it in 20 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Xponance held 18,710 shares of Sun Communities worth $2.36M as of Q1 2026.
  • Xponance bought 2,549 Sun Communities shares in Q1 2026, an estimated $329K.
  • Sun Communities made up 0.02% of Xponance's portfolio in Q1 2026, its #538 holding.
  • Xponance first reported a position in Sun Communities in Q2 2021 and has held it in 20 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.