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Freestone Grove Partners’s Sun Communities SUI Stock Holding History

Freestone Grove 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
Q1 		$956K Buy
+7,591
New +$981K 0.01% 492
2025
Q4 		– Sell
-1,728
Closed -$223K – 936
2025
Q3 		$223K Buy
+1,728
New +$218K ﹤0.01% 654
2025
Q1 		– Sell
-5,821
Closed -$716K – 776
2024
Q4 		$716K Buy
+5,821
New +$745K 0.01% 327

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freestone Grove Partners's SUI Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Sun Communities (SUI) in Q1 2026: 7,591 shares worth $956K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in SUI as recently as Q3 2025.

Freestone Grove Partners first reported a position in SUI in Q4 2024 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Freestone Grove Partners held 7,591 shares of Sun Communities worth $956K as of Q1 2026.
  • Sun Communities was a new Freestone Grove Partners position in Q1 2026.
  • Sun Communities made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #492 holding.
  • Freestone Grove Partners first reported a position in Sun Communities in Q4 2024 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.