Edgestream Partners’s Sun Communities SUI Stock Holding History

Edgestream Partners’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
2025 Q2	–	Sell	-19,246	Closed	-$2.48M	–	1060
2025 Q1	$2.48M	Buy	+19,246	New	+$2.46M	0.08%	429
2024 Q3	–	Sell	-8,108	Closed	-$976K	–	1070
2024 Q2	$976K	Buy	8,108 +428	+6%	+$50.9K	0.05%	529
2024 Q1	$987K	Buy	7,680 +3,529	+85%	+$458K	0.05%	503
2023 Q4	$555K	Buy	+4,151	New	+$500K	0.04%	587
2022 Q2	–	Sell	-39,688	Closed	-$6.96M	–	625
2022 Q1	$6.96M	Sell	39,688 -76,759	-66%	-$14.3M	0.55%	30
2021 Q4	$24.4M	Sell	116,447 -23,454	-17%	-$4.62M	1.52%	5
2021 Q3	$25.9M	Buy	139,901 +37,255	+36%	+$7.19M	1.6%	2
2021 Q2	$17.6M	Buy	102,646 +77,231	+304%	+$12.8M	1.04%	9
2021 Q1	$3.81M	Sell	25,415 -22,169	-47%	-$3.27M	0.21%	175
2020 Q4	$7.23M	Buy	+47,584	New	+$6.89M	0.36%	88

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Edgestream Partners's SUI Position: Q2 2025 in Review

Edgestream Partners sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 19,246 shares — an estimated $2.48M sold.

Edgestream Partners first reported a position in SUI in Q4 2020 and held it in 10 quarters. The position peaked at $25.9M in Q3 2021. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

Edgestream Partners reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
Edgestream Partners sold 19,246 Sun Communities shares in Q2 2025, an estimated $2.48M.
Edgestream Partners first reported a position in Sun Communities in Q4 2020 and held it in 10 quarters.
Edgestream Partners's Sun Communities position peaked at $25.9M in Q3 2021.
468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.