SUI
Sun Communities, Inc. · Real Estate · REIT - Residential
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -17.6% ·
Aktienfluss +14.6% ·
neue Nettopositionen -20.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 144 | +4 | 89.11M | $10.69B | +11 | −6 |
| Q1 2026 | 142 | -10 | 85.64M | $10.79B | +4 | −15 |
| Q4 2025 | 151 | +2 | 104.44M | $12.94B | +3 | — |
| Q3 2025 | 18 | -1 | 72.55M | $9.36B | — | −2 |
| Q2 2025 | 17 | 0 | 73.31M | $9.28B | — | — |
| Q1 2025 | 14 | 0 | 35.14M | $4.52B | — | — |
| Q4 2024 | 14 | -3 | 31.11M | $3.83B | — | −3 |
| Q3 2024 | 16 | +1 | 22.14M | $2.99B | +1 | — |
| Q2 2024 | 15 | — | 19.96M | $2.40B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 9.61M | +61.1% | $1.18B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 2 | Norges Bank ✦ (passiv) | 7.23M | -0.8% | $888.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 5.55M | +19.7% | $682.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 5.55M | +19.7% | $682.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 5.55M | +19.7% | $682.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 5.55M | +19.7% | $682.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passiv) | 5.01M | — | $620.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passiv) | 2.14M | +2.3% | $263.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passiv) | 2.14M | +2.3% | $263.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 769.90K | +23.5% | $94.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 304.57K | -39.1% | $37.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 304.57K | -39.1% | $37.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 304.57K | -39.1% | $37.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 304.57K | -39.1% | $37.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 240.00K | +6.7% | $29.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Millennium Management ✦ | 132.48K | -73.5% | $16.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Baillie Gifford ✦ | 41.18K | -43.7% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Baillie Gifford ✦ | 41.18K | -43.7% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 40.05K | -11.7% | $4.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 27.58K | +172.9% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 13.50K | -18.2% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 10.25K | -31.0% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 10.25K | -31.0% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 10.25K | -31.0% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Marshall Wace | $14.48M | war 0.0% |
| Arrowstreet Capital | $3.28M | war 0.0% |
| D. E. Shaw & Co. | $2.40M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 508 Inhaber, 116.56M Anteile, $12.30B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.