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Essential Partners’s Sun Communities SUI Stock Holding History

Essential 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
2026
Q2 		$1.92K Sell
16
-72
-82% -$9.01K ﹤0.01% 1990
2026
Q1 		$11.1K Sell
88
-225
-72% -$29.1K ﹤0.01% 1207
2025
Q4 		$38.8K Buy
313
+301
+2,508% +$37.7K 0.01% 683
2025
Q3 		$1.55K Buy
+12
New +$1.52K ﹤0.01% 1878

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

Essential Partners's SUI Position: Q2 2026 in Review

Essential Partners reduced its Sun Communities (SUI) stake by 82% in Q2 2026, selling an estimated $9.01K and leaving 16 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Essential Partners first reported a position in SUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.8K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Essential Partners held 16 shares of Sun Communities worth $1.92K as of Q2 2026.
  • Essential Partners sold 72 Sun Communities shares in Q2 2026, an estimated $9.01K.
  • Sun Communities made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1990 holding.
  • Essential Partners first reported a position in Sun Communities in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Sun Communities position peaked at $38.8K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.