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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
Q2 		– Sell
-2,233
Closed -$285K – 1685
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Chicago Partners Investment Group's SUI Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 2,233 shares — an estimated $285K sold.

Chicago Partners Investment Group first reported a position in SUI in Q4 2025 and held it in 2 quarters. The position peaked at $285K in Q1 2026. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 2,233 Sun Communities shares in Q2 2026, an estimated $285K.
  • Chicago Partners Investment Group first reported a position in Sun Communities in Q4 2025 and held it in 2 quarters.
  • Chicago Partners Investment Group's Sun Communities position peaked at $285K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.