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 Q2	$3.14M	Buy	26,155 +18,564	+245%	+$2.32M	0.02%	376
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

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

Freestone Grove Partners's SUI Position: Q2 2026 in Review

Freestone Grove Partners increased its Sun Communities (SUI) stake by 245% in Q2 2026, buying an estimated $2.32M and bringing the position to 26,155 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #376.

Freestone Grove Partners first reported a position in SUI in Q4 2024 and has held it in 4 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Freestone Grove Partners held 26,155 shares of Sun Communities worth $3.14M as of Q2 2026.
Freestone Grove Partners bought 18,564 Sun Communities shares in Q2 2026, an estimated $2.32M.
Sun Communities made up 0.02% of Freestone Grove Partners's portfolio in Q2 2026, its #376 holding.
Freestone Grove Partners first reported a position in Sun Communities in Q4 2024 and has held it in 4 quarters since.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.