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Chicago Partners Investment Group’s Sun Communities SUI Stock Holding History

Chicago Partners Investment Group’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 		$285K Buy
2,233
+312
+16% +$40.3K 0.01% 1170
2025
Q4 		$243K Buy
+1,921
New +$240K 0.01% 1149

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

Chicago Partners Investment Group's SUI Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Sun Communities (SUI) stake by 16% in Q1 2026, buying an estimated $40.3K and bringing the position to 2,233 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1170.

Chicago Partners Investment Group first reported a position in SUI in Q4 2025 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Chicago Partners Investment Group held 2,233 shares of Sun Communities worth $285K as of Q1 2026.
  • Chicago Partners Investment Group bought 312 Sun Communities shares in Q1 2026, an estimated $40.3K.
  • Sun Communities made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1170 holding.
  • Chicago Partners Investment Group first reported a position in Sun Communities in Q4 2025 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.