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 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 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

Catalyst Funds Management's SUI Position: Q2 2026 in Review

Catalyst Funds Management increased its Sun Communities (SUI) stake by 214% in Q2 2026, buying an estimated $1.02M and bringing the position to 11,943 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #241.

Catalyst Funds Management first reported a position in SUI in Q3 2024 and has held it in 5 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Catalyst Funds Management held 11,943 shares of Sun Communities worth $1.43M as of Q2 2026.
Catalyst Funds Management bought 8,143 Sun Communities shares in Q2 2026, an estimated $1.02M.
Sun Communities made up 0.08% of Catalyst Funds Management's portfolio in Q2 2026, its #241 holding.
Catalyst Funds Management first reported a position in Sun Communities in Q3 2024 and has held it in 5 quarters since.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.