AEW CAPITAL MANAGEMENT L P SUI — Sun Communities Inc. Common Stock

Ownership history in AEW CAPITAL MANAGEMENT L P  ·  52 quarters on record

AI Ownership Summary

AEW CAPITAL MANAGEMENT L P reported Sun Communities Inc. Common Stock (SUI) in 52 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.08% in 2024 Q1. The latest visible filing shows SUI at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AEW CAPITAL MANAGEMENT L P's position in Sun Communities Inc. Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SUI was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.08% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUI stock page AEW CAPITAL MANAGEMENT L P fund profile AEW CAPITAL MANAGEMENT L P full holdings
How AEW CAPITAL MANAGEMENT L P held SUI — position size vs. price
% of Fund (quarterly)    SUI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 66,967 +18,317 +37.7% 0.61% $8.4M 2026-04-28 $127.11
2025 Q4 REDUCED 8.8% +2.6% ❌ 48,650 -4,700 -8.8% 0.44% $6.0M 2026-02-06 $123.42
2025 Q3 REDUCED 74.0% -3.2% ✅ 53,350 -151,840 -74.0% 0.38% $6.9M 2025-11-10 $122.58
2025 Q2 ADDED — — — 205,190 +13,730 +7.2% 1.37% $26.0M 2025-08-06 $121.04
2025 Q1 REDUCED — — — 191,460 -200 -0.1% 1.20% $24.6M 2025-05-14 $113.64
2024 Q4 UNCHANGED — — — 191,660 — 0% 1.14% $23.6M 2025-02-05 $116.33
2024 Q3 ADDED — — — 191,660 +6,120 +3.3% 1.11% $25.9M 2024-11-14 $113.35
2024 Q2 REDUCED 62.2% +13.1% ❌ 185,540 -305,042 -62.2% 1.08% $22.3M 2024-08-14 $119.65
2024 Q1 REDUCED 25.5% -6.9% ✅ 490,582 -167,507 -25.5% 3.08% $63.1M 2024-05-08 $105.06
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUI

As of 2026 Q2 — sorted by position size

Cascade Investment Advisors, Inc. 3Y 7Y 0.77% Aurora Investment Managers, LLC. 3Y 0.32% Adams Asset Advisors, LLC 3Y 7Y 0.3% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.2% Portside Wealth Group, LLC 0.12% Central Pacific Bank - Trust Division 0.03% DAVENPORT & Co LLC 3Y 7Y 0.02% Handelsbanken Fonder AB 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.01%

FAQ About AEW CAPITAL MANAGEMENT L P and SUI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AEW CAPITAL MANAGEMENT L P reported owning SUI?

AEW CAPITAL MANAGEMENT L P reported SUI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SUI position in AEW CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for SUI was 3.08% in 2024 Q1.

What is the latest reported SUI position on this page?

The most recent filing on this page is 2026 Q1, when AEW CAPITAL MANAGEMENT L P reported 66,967 shares, equal to 0.61% of portfolio, with an estimated market value of $8.4M.

What does the chart on this SUI ownership page compare?

The chart compares AEW CAPITAL MANAGEMENT L P's quarterly SUI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AEW CAPITAL MANAGEMENT L P time their SUI position?

Based on 13F filing dates vs. subsequent SUI price moves, AEW CAPITAL MANAGEMENT L P correctly timed 27 out of 48 reported position changes (56%). The annualised alpha on SUI relative to SPY over the holding period was -3.7%.

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