CFM
SUI icon

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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catalyst Funds Management's SUI Position: Q1 2026 in Review

Catalyst Funds Management reduced its Sun Communities (SUI) stake by 21% in Q1 2026, selling an estimated $129K and leaving 3,800 shares worth $479K. The position accounts for 0.08% of the portfolio, ranked #255.

Catalyst Funds Management first reported a position in SUI in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.23M in Q1 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Catalyst Funds Management held 3,800 shares of Sun Communities worth $479K as of Q1 2026.
  • Catalyst Funds Management sold 1,000 Sun Communities shares in Q1 2026, an estimated $129K.
  • Sun Communities made up 0.08% of Catalyst Funds Management's portfolio in Q1 2026, its #255 holding.
  • Catalyst Funds Management first reported a position in Sun Communities in Q3 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Sun Communities position peaked at $1.23M in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.