SUI
Sun Communities, Inc. · Real Estate · REIT - Residential
Señales de momentum (gestores comparables):
amplitud de titulares -17.6% ·
flujo de acciones +14.6% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 9.61M | +61.1% | $1.18B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 2 | Norges Bank ✦ (pasivo) | 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 ✦ (pasivo) | 5.01M | — | $620.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 2.14M | +2.3% | $263.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 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 ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Marshall Wace | $14.48M | era 0.0% |
| Arrowstreet Capital | $3.28M | era 0.0% |
| D. E. Shaw & Co. | $2.40M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 508 tenedores, 116.56M acciones, $12.30B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.