SUI — SUN COMMUNITIES INC COM

Ownership history in BAILARD, INC. · 39 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in SUN COMMUNITIES INC COM (SUI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.14% (2016 Q1)

Avg. % of fund

0.02%

First filed

2005 Q1

Last filed

2025 Q3

Quarters held

39

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	ADDED	1,605	+5	+0.3%	0.00%	$207K	$127.93
2025 Q2	REDUCED	1,600	-54	-3.3%	0.00%	$202K	$124.43
2025 Q1	UNCHANGED	1,654	—	0%	0.01%	$213K	$121.47
2024 Q4	UNCHANGED	1,654	—	0%	0.01%	$203K	$115.28

% of Fund (quarterly) SUI price (monthly, adj. close)

Other funds also holding SUI

As of 2025 Q4 — sorted by position size

Vision Capital Corp 3Y 7Y 15.46% Land & Buildings Investment Management, LLC 3Y 7Y 5.88% LDR Capital Management LLC 3Y 7Y 3.58% Presima Securities ULC 3Y 7Y 2.59% COHEN & STEERS, INC. 3Y 7Y 2.25% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 2.18% CRAMER ROSENTHAL MCGLYNN LLC 3Y 7Y 2.03% Aurora Investment Managers, LLC. 3Y 1.96% LRT Capital Management, LLC 3Y 1.28% Hunter Perkins Capital Management, LLC 3Y 1.15%

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