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Capital Square, LLC SUI Position History
Sun Communities, Inc. • Real Estate
Quarters held
5
Latest value
$875K
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $923K |
| Q3 2026 | $875K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $875K | 7.9K | — | — |
| Q2 2026 | $923K | 7.8K | — | — |
| Q1 2026 | $1.1M | 8.4K | — | — |
| Q4 2025 | $1.1M | 8.6K | — | — |
| Q3 2025 | $1.7M | 13.3K | — | — |
Other funds holding SUI
$2.3B
$2.2B
$2.2B
$1.9B
$1.9B
$1.8B
$1.8B
$1.8B
Other Capital Square, LLC positions
VGES
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VGES
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VGES
$14.7MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$12.9MISHARES TR PFD AND INCM SEC
VGES
$12.5MVANGUARD TOTAL STOCK MARKET ETF
VGES
$11.7MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$9.1MISHARES TR PFD AND INCM SEC
ETHA
$7.4MISHARES TR PFD AND INCM SEC