SUI β€” SUN CMNTYS INC

Ownership history in Tacita Capital Inc  Β·  7 quarters on record

AI Ownership Summary

Tacita Capital Inc reported SUN CMNTYS INC (SUI) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.0% in 2025 Q4. The latest visible filing shows SUI at 1.00% 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.

What this SUI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tacita Capital Inc'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
2025 Q4

SUI was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

How Tacita Capital Inc held SUI β€” position size vs. price
% of Fund (quarterly)    SUI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,962 +5,254 +60.3% 1.00% $1.7M 2026-02-14 (Est.) $129.63
2025 Q3 ADDED 8,708 +561 +6.9% 0.68% $1.1M 2025-11-06 $122.08
2025 Q2 ADDED 8,147 +888 +12.2% 0.66% $1.0M 2025-08-07 $121.89
2025 Q1 UNCHANGED 7,259 β€” 0% 0.67% $934K 2025-05-13 $116.33
2024 Q4 UNCHANGED 7,259 β€” 0% 0.64% $893K 2025-02-06 $116.45
2024 Q3 REDUCED 7,259 -845 -10.4% 0.64% $981K 2024-11-04 $120.12
2024 Q2 INITIATED 8,104 β€” β€” 0.69% $975K 2024-08-08 $118.55

FAQ About Tacita Capital Inc and SUI

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

How long has Tacita Capital Inc reported owning SUI?

Tacita Capital Inc reported SUI across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SUI position in Tacita Capital Inc's portfolio?

The largest reported portfolio weight for SUI was 1.00% in 2025 Q4.

What is the latest reported SUI position on this page?

The most recent filing on this page is 2025 Q4, when Tacita Capital Inc reported 13,962 shares, equal to 1.00% of portfolio, with an estimated market value of $1.7M.

What does the chart on this SUI ownership page compare?

The chart compares Tacita Capital Inc'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.

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