CHILTON CAPITAL MANAGEMENT LLC SUI — SUN CMNTYS INC

Ownership history in CHILTON CAPITAL MANAGEMENT LLC  ·  23 quarters on record

AI Ownership Summary

CHILTON CAPITAL MANAGEMENT LLC reported SUN CMNTYS INC (SUI) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.92% in 2023 Q4. The latest visible filing shows SUI at 0.44% 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 CHILTON CAPITAL MANAGEMENT LLC's position in SUN CMNTYS INC, 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 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 CHILTON CAPITAL MANAGEMENT LLC fund profile CHILTON CAPITAL MANAGEMENT LLC full holdings
How CHILTON CAPITAL MANAGEMENT LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 100,259 +723 +0.7% 0.44% $12.7M 2026-05-11 $125.79
2025 Q4 REDUCED 5.1% +2.6% ❌ 99,536 -5,347 -5.1% 0.43% $12.4M 2026-02-12 $127.75
2025 Q3 REDUCED — — — 104,883 -861 -0.8% 0.46% $13.6M 2025-10-31 $124.44
2025 Q2 REDUCED — — — 105,744 -1,599 -1.5% 0.49% $13.5M 2025-08-01 $121.19
2025 Q1 REDUCED — — — 107,343 -2,594 -2.4% 0.60% $13.9M 2025-04-29 $115.36
2024 Q4 REDUCED 6.8% +5.4% ❌ 109,937 -8,028 -6.8% 0.57% $13.6M 2025-02-07 $116.30
2024 Q3 REDUCED 15.4% -9.2% ✅ 117,965 -21,532 -15.4% 0.67% $16.0M 2024-11-12 $114.48
2024 Q2 REDUCED — — — 139,497 -1,308 -0.9% 0.76% $16.9M 2024-08-01 $121.96
2024 Q1 ADDED — — — 140,805 +5,516 +4.1% 0.86% $18.2M 2024-05-07 $105.83
2023 Q4 REDUCED 6.3% -5.4% ✅ 135,289 -9,157 -6.3% 0.92% $18.2M 2024-01-18 $116.32
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUI

As of 2026 Q1 — sorted by position size

Vision Capital Corp 3Y 7Y 10.48% Land & Buildings Investment Management, LLC 3Y 7Y 5.87% Cannon Global Investment Management, LLC 3Y 2.93% COHEN & STEERS, INC. 3Y 7Y 2.64% Aurora Investment Managers, LLC. 3Y 2.58% Presima Securities ULC 3Y 7Y 2.56% CRAMER ROSENTHAL MCGLYNN LLC 3Y 7Y 2.48% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 1.87% Uniplan Investment Counsel, Inc. 3Y 7Y 1.59% HEITMAN REAL ESTATE SECURITIES LLC 3Y 7Y 1.56%

FAQ About CHILTON CAPITAL MANAGEMENT LLC and SUI

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

How long has CHILTON CAPITAL MANAGEMENT LLC reported owning SUI?

CHILTON CAPITAL MANAGEMENT LLC reported SUI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SUI position in CHILTON CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for SUI was 0.92% in 2023 Q4.

What is the latest reported SUI position on this page?

The most recent filing on this page is 2026 Q1, when CHILTON CAPITAL MANAGEMENT LLC reported 100,259 shares, equal to 0.44% of portfolio, with an estimated market value of $12.7M.

What does the chart on this SUI ownership page compare?

The chart compares CHILTON CAPITAL MANAGEMENT LLC'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 CHILTON CAPITAL MANAGEMENT LLC time their SUI position?

Based on 13F filing dates vs. subsequent SUI price moves, CHILTON CAPITAL MANAGEMENT LLC correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on SUI relative to SPY over the holding period was -13.2%.

← Back to CHILTON CAPITAL MANAGEMENT LLC Holdings