David Shaw’s Sun Communities SUI Stock Holding History

David Shaw’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
2020 Q2	–	Sell	-20,000	Closed	-$2.5M	–	4245
2020 Q1	$2.5M	Sell	20,000 -25,700	-56%	-$3.88M	﹤0.01%	1994
2019 Q4	$6.86M	Buy	45,700 +31,900	+231%	+$4.97M	0.01%	1485
2019 Q3	$2.05M	Buy	13,800 +300	+2%	+$42.4K	﹤0.01%	2329
2019 Q2	$1.73M	Buy	13,500 +11,300	+514%	+$1.4M	﹤0.01%	2332
2019 Q1	$261K	Buy	+2,200	New	+$245K	﹤0.01%	3280

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

David Shaw's SUI Position: Q2 2026 in Review

David Shaw opened a new position in Sun Communities (SUI) in Q2 2026: 4,215 shares worth $505K. The stake represents ﹤0.01% of the portfolio and ranks #4174 among its holdings. This is a return to the name: David Shaw previously reported a position in SUI as recently as Q3 2024.

David Shaw first reported a position in SUI in Q2 2015 and has held it in 35 quarters since. The position peaked at $70.2M in Q4 2021. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

David Shaw held 4,215 shares of Sun Communities worth $505K as of Q2 2026.
Sun Communities was a new David Shaw position in Q2 2026.
Sun Communities made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4174 holding.
David Shaw first reported a position in Sun Communities in Q2 2015 and has held it in 35 quarters since.
David Shaw's Sun Communities position peaked at $70.2M in Q4 2021.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.