Cromwell Holdings’s Sun Communities SUI Stock Holding History

Cromwell Holdings’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	$3.75K	Buy	31 +11	+55%	+$1.38K	﹤0.01%	719
2026 Q1	$2.54K	Buy	20 +6	+43%	+$775	﹤0.01%	670
2025 Q4	$1.75K	Hold	14	–	–	﹤0.01%	712
2025 Q3	$1.82K	Hold	14	–	–	﹤0.01%	718
2025 Q2	$1.78K	Buy	14 +8	+133%	+$992	﹤0.01%	710
2025 Q1	$777	Buy	+6	New	+$767	﹤0.01%	687

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cromwell Holdings's SUI Position: Q2 2026 in Review

Cromwell Holdings increased its Sun Communities (SUI) stake by 55% in Q2 2026, buying an estimated $1.38K and bringing the position to 31 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Cromwell Holdings first reported a position in SUI in Q1 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Cromwell Holdings held 31 shares of Sun Communities worth $3.75K as of Q2 2026.
Cromwell Holdings bought 11 Sun Communities shares in Q2 2026, an estimated $1.38K.
Sun Communities made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #719 holding.
Cromwell Holdings first reported a position in Sun Communities in Q1 2025 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.