AlphaQuest’s Sun Communities SUI Stock Holding History

AlphaQuest’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 Q1	–	Sell	-1,319	Closed	-$163K	–	1830
2025 Q4	$163K	Buy	+1,319	New	+$165K	0.01%	1541
2024 Q4	–	Sell	-384	Closed	-$51.9K	–	2000
2024 Q3	$51.9K	Hold	384	–	–	﹤0.01%	1404
2024 Q2	$46.2K	Buy	384 +381	+12,700%	+$45.3K	0.01%	1082
2024 Q1	$386	Sell	3 -377	-99%	-$48.9K	﹤0.01%	1559
2023 Q4	$50.8K	Buy	+380	New	+$45.8K	0.01%	882

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaQuest's SUI Position: Q1 2026 in Review

AlphaQuest sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 1,319 shares — an estimated $163K sold.

AlphaQuest first reported a position in SUI in Q4 2023 and held it in 5 quarters. The position peaked at $163K in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

AlphaQuest reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 1,319 Sun Communities shares in Q1 2026, an estimated $163K.
AlphaQuest first reported a position in Sun Communities in Q4 2023 and held it in 5 quarters.
AlphaQuest's Sun Communities position peaked at $163K in Q4 2025.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.