Dmitry Balyasny’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $104M | Buy |
866,101
+444,173
| +105% | +$55.6M | 0.13% | 181 |
|
|
2026
Q1 | $53.1M | Sell |
421,928
-345,262
| -45% | -$44.6M | 0.07% | 324 |
|
|
2025
Q4 | $95.1M | Buy |
767,190
+463,312
| +152% | +$58M | 0.12% | 189 |
|
|
2025
Q3 | $39.2M | Buy |
+303,878
| New | +$38.4M | 0.05% | 448 |
|
|
2025
Q2 | – | Sell |
-296,135
| Closed | -$38.1M | – | 3330 |
|
|
2025
Q1 | $38.1M | Sell |
296,135
-282,235
| -49% | -$36.1M | 0.06% | 380 |
|
|
2024
Q4 | $71.1M | Buy |
+578,370
| New | +$74M | 0.11% | 220 |
|
|
2024
Q3 | – | Sell |
-217,724
| Closed | -$26.2M | – | 3143 |
|
|
2024
Q2 | $26.2M | Sell |
217,724
-309,839
| -59% | -$36.8M | 0.05% | 510 |
|
|
2024
Q1 | $67.8M | Sell |
527,563
-182,007
| -26% | -$23.6M | 0.12% | 217 |
|
|
2023
Q4 | $94.8M | Buy |
709,570
+5,220
| +0.7% | +$629K | 0.18% | 118 |
|
|
2023
Q3 | $83.4M | Buy |
704,350
+159,018
| +29% | +$20.2M | 0.17% | 135 |
|
|
2023
Q2 | $71.1M | Buy |
+545,332
| New | +$72.9M | 0.16% | 161 |
|
|
2023
Q1 | – | Sell |
-1,633
| Closed | -$234K | – | 3136 |
|
|
2022
Q4 | $234K | Sell |
1,633
-99,343
| -98% | -$13.6M | ﹤0.01% | 2078 |
|
|
2022
Q3 | $13.7M | Sell |
100,976
-149,780
| -60% | -$23.7M | 0.04% | 558 |
|
|
2022
Q2 | $40M | Sell |
250,756
-275,393
| -52% | -$46.2M | 0.13% | 208 |
|
|
2022
Q1 | $92.2M | Buy |
526,149
+84,189
| +19% | +$15.6M | 0.29% | 54 |
|
|
2021
Q4 | $92.8M | Buy |
441,960
+407,814
| +1,194% | +$80.3M | 0.32% | 48 |
|
|
2021
Q3 | $6.32M | Sell |
34,146
-260,173
| -88% | -$50.2M | 0.03% | 743 |
|
|
2021
Q2 | $50.4M | Sell |
294,319
-365,195
| -55% | -$60.5M | 0.24% | 86 |
|
|
2021
Q1 | $99M | Buy |
659,514
+455,626
| +223% | +$67.3M | 0.49% | 28 |
|
|
2020
Q4 | $31M | Buy |
203,888
+46,747
| +30% | +$6.76M | 0.17% | 157 |
|
|
2020
Q3 | $22.1M | Sell |
157,141
-115,429
| -42% | -$16.6M | 0.16% | 168 |
|
|
2020
Q2 | $37M | Buy |
272,570
+227,496
| +505% | +$30.2M | 0.32% | 67 |
|
|
2020
Q1 | $5.63M | Sell |
45,074
-27,352
| -38% | -$4.13M | 0.07% | 374 |
|
|
2019
Q4 | $10.9M | Buy |
+72,426
| New | +$11.3M | 0.06% | 407 |
|
|
2019
Q2 | – | Sell |
-105,495
| Closed | -$12.5M | – | 1717 |
|
|
2019
Q1 | $12.5M | Sell |
105,495
-69,494
| -40% | -$7.73M | 0.08% | 336 |
|
|
2018
Q4 | $17.8M | Sell |
174,989
-513,763
| -75% | -$52.3M | 0.13% | 222 |
|
|
2018
Q3 | $69.9M | Buy |
688,752
+280,201
| +69% | +$28M | 0.32% | 68 |
|
|
2018
Q2 | $40M | Sell |
408,551
-18,107
| -4% | -$1.7M | 0.18% | 140 |
|
|
2018
Q1 | $39M | Buy |
426,658
+11,575
| +3% | +$1.02M | 0.16% | 174 |
|
|
2017
Q4 | $38.5M | Buy |
415,083
+166,526
| +67% | +$15.3M | 0.12% | 220 |
|
|
2017
Q3 | $21.3M | Buy |
248,557
+58,482
| +31% | +$5.17M | 0.08% | 312 |
|
|
2017
Q2 | $16.7M | Buy |
190,075
+66,228
| +53% | +$5.68M | 0.07% | 375 |
|
|
2017
Q1 | $9.95M | Buy |
123,847
+5,828
| +5% | +$464K | 0.05% | 491 |
|
|
2016
Q4 | $9.04M | Buy |
+118,019
| New | +$8.82M | 0.05% | 512 |
|
|
2016
Q3 | – | Sell |
-17,992
| Closed | -$1.38M | – | 1253 |
|
|
2016
Q2 | $1.38M | Sell |
17,992
-81,048
| -82% | -$5.72M | 0.01% | 717 |
|
|
2016
Q1 | $7.09M | Sell |
99,040
-186,724
| -65% | -$12.6M | 0.04% | 475 |
|
|
2015
Q4 | $19.6M | Buy |
+285,764
| New | +$19.3M | 0.14% | 210 |
|
Other funds holding SUI
Dmitry Balyasny's SUI Position: Q2 2026 in Review
Dmitry Balyasny increased its Sun Communities (SUI) stake by 105% in Q2 2026, buying an estimated $55.6M and bringing the position to 866,101 shares worth $104M. The position accounts for 0.13% of the portfolio, ranked #181.
Dmitry Balyasny first reported a position in SUI in Q4 2015 and has held it in 37 quarters since. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.
- Dmitry Balyasny held 866,101 shares of Sun Communities worth $104M as of Q2 2026.
- Dmitry Balyasny bought 444,173 Sun Communities shares in Q2 2026, an estimated $55.6M.
- Sun Communities made up 0.13% of Dmitry Balyasny's portfolio in Q2 2026, its #181 holding.
- Dmitry Balyasny first reported a position in Sun Communities in Q4 2015 and has held it in 37 quarters since.
- 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.