Catalyst Funds Management
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Catalyst Funds Management’s Sun Communities SUI Stock Holding History

Catalyst Funds Management’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
Q3 		– Sell
-11,943
Closed -$1.43M – 807
2026
Q2 		$1.43M Buy
11,943
+8,143
+214% +$1.02M 0.08% 241
2026
Q1 		$479K Sell
3,800
-1,000
-21% -$129K 0.08% 255
2025
Q4 		$595K Buy
+4,800
New +$601K 0.14% 155
2025
Q2 		– Sell
-9,600
Closed -$1.23M – 682
2025
Q1 		$1.23M Buy
+9,600
New +$1.23M 0.32% 91
2024
Q4 		– Sell
-1,700
Closed -$230K – 1158
2024
Q3 		$230K Buy
+1,700
New +$224K 0.05% 253

Other funds holding SUI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Catalyst Funds Management's SUI Position: Q3 2026 in Review

Catalyst Funds Management sold out of Sun Communities (SUI) in Q3 2026, closing a stake of 11,943 shares — an estimated $1.43M sold.

Catalyst Funds Management first reported a position in SUI in Q3 2024 and held it in 5 quarters. The position peaked at $1.43M in Q2 2026. 427 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Catalyst Funds Management reported no remaining Sun Communities position as of Q3 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 11,943 Sun Communities shares in Q3 2026, an estimated $1.43M.
  • Catalyst Funds Management first reported a position in Sun Communities in Q3 2024 and held it in 5 quarters.
  • Catalyst Funds Management's Sun Communities position peaked at $1.43M in Q2 2026.
  • 427 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Catalyst Funds Management's 13F filing for Q3 2026, filed 12 Nov 2026.