13F Portfolios

Vision Capital Corp: SUN CMNTYS INC (SUI): Quarterly 13F Position History

As of Q1 2026, Vision Capital Corp reported 330,796 shares of SUN CMNTYS INC (SUI), worth $41.7M and representing 22.8% of its 13F equity book. Quarter-over-quarter share count change: + 47,462 (+16.8%) . The position first appeared in Q4 2018 and has been disclosed across 30 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 30 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 330,796 +47,462 +16.8% $41.7M 22.8% $126.0
Q4 2025 283,334 +1,474 +0.5% $35.1M 19.4% $123.9
Q3 2025 281,860 +7,000 +2.5% $36.4M 21.2% $129.0
Q2 2025 274,860 0 $34.8M 15.5% $126.5
Q1 2025 274,860 0 $35.4M 16.8% $128.6
Q4 2024 274,860 0 $33.8M 12.9% $123.0
Q3 2024 274,860 98,933 -26.5% $37.1M 9.2% $135.2
Q2 2024 373,793 0 $45.0M 14.6% $120.3
Q1 2024 373,793 25,000 -6.3% $48.1M 14.5% $128.6
Q4 2023 398,793 0 $53.3M 22.1% $133.7
Q3 2023 398,793 0 $47.2M 32.4% $118.3
Q2 2023 398,793 +100,000 +33.5% $52.0M 29.8% $130.5
Q1 2023 298,793 149,900 -33.4% $42.1M 20.7% $140.9
Q4 2022 448,693 102 -0.0% $64.2M 29.4% $143.0
Q3 2022 448,795 +183,100 +68.9% $60.7M 29.0% $135.3
Q2 2022 265,695 25,990 -8.9% $42.3M 19.0% $159.4
Q1 2022 291,685 +291,685 $51.1M 13.5% $175.3
Q4 2021 0 0 $0 0.0%
Q3 2021 0 0 $0 0.0%
Q2 2021 0 302,618 -100.0% $0 0.0%
Q1 2021 302,618 +214,012 +241.5% $45.4M 15.2% $150.0
Q4 2020 88,606 +37,475 +73.3% $13.5M 8.0% $152.0
Q3 2020 51,131 +259 +0.5% $7.2M 4.7% $140.6
Q2 2020 50,872 +50,872 $6.9M 6.0% $135.7
Q1 2020 0 133,910 -100.0% $0 0.0%
Q4 2019 133,910 +33,721 +33.7% $19.9M 13.1% $148.9
Q3 2019 100,189 72,680 -42.0% $14.9M 12.6% $148.4
Q2 2019 172,869 +20,730 +13.6% $22.2M 13.6% $128.2
Q1 2019 152,139 +33,075 +27.8% $18.0M 14.0% $118.5
Q4 2018 119,064 $12.1M 9.1% $101.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Vision Capital Corp first disclose a SUI position in 13F-HR filings?

Vision Capital Corp first reported SUN CMNTYS INC (SUI) on its 13F-HR filing for the period ending 2018-12-31 (Q4 2018). The position has appeared on 30 reported quarters within Pactolio's tracked window.

What was Vision Capital Corp's most recent quarter-over-quarter share-count change in SUI?

Between Q4 2025 and Q1 2026, Vision Capital Corp added 47,462 shares of SUI (+16.8%), bringing the total reported position to 330,796 shares at a market value of $41.7M.

Does the implied price-per-share represent Vision Capital Corp's cost basis in SUI?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.