Adage Capital Partners’s Sun Communities SUI Stock Holding History

Adage Capital Partners’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	+90,000	New	+$11.3M	0.02%	704
2025 Q3	–	Sell	-80,000	Closed	-$10.1M	–	971
2025 Q2	$10.1M	Buy	80,000 +15,000	+23%	+$1.86M	0.02%	616
2025 Q1	$8.36M	Sell	65,000 -175,000	-73%	-$22.4M	0.02%	623
2024 Q4	$29.5M	Buy	240,000 +15,000	+7%	+$1.92M	0.05%	334
2024 Q3	$30.4M	Buy	225,000 +45,000	+25%	+$5.92M	0.05%	338
2024 Q2	$21.7M	Buy	+180,000	New	+$21.4M	0.04%	410
2024 Q1	–	Sell	-125,000	Closed	-$16.7M	–	945
2023 Q4	$16.7M	Sell	125,000 -45,000	-26%	-$5.42M	0.03%	475
2023 Q3	$20.1M	Hold	170,000	–	–	0.05%	390
2023 Q2	$22.2M	Sell	170,000 -145,000	-46%	-$19.4M	0.05%	379
2023 Q1	$44.4M	Buy	315,000 +180,000	+133%	+$26.3M	0.1%	242
2022 Q4	$19.3M	Buy	+135,000	New	+$18.4M	0.05%	438

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners's SUI Position: Q2 2026 in Review

Adage Capital Partners opened a new position in Sun Communities (SUI) in Q2 2026: 90,000 shares worth $10.8M. The stake represents 0.02% of the portfolio and ranks #704 among its holdings. This is a return to the name: Adage Capital Partners previously reported a position in SUI as recently as Q2 2025.

Adage Capital Partners first reported a position in SUI in Q4 2022 and has held it in 11 quarters since. The position peaked at $44.4M in Q1 2023. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Adage Capital Partners held 90,000 shares of Sun Communities worth $10.8M as of Q2 2026.
Sun Communities was a new Adage Capital Partners position in Q2 2026.
Sun Communities made up 0.02% of Adage Capital Partners's portfolio in Q2 2026, its #704 holding.
Adage Capital Partners first reported a position in Sun Communities in Q4 2022 and has held it in 11 quarters since.
Adage Capital Partners's Sun Communities position peaked at $44.4M in Q1 2023.
530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.