GHI
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Gross & Hartman Investments’s Sun Communities SUI Stock Holding History

Gross & Hartman Investments’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 		$283K Sell
2,358
-25
-1% -$3.13K 0.12% 60
2026
Q1 		$300K Buy
2,383
+40
+2% +$5.17K 0.16% 57
2025
Q4 		$290K Buy
+2,343
New +$293K 0.17% 53

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Gross & Hartman Investments's SUI Position: Q2 2026 in Review

Gross & Hartman Investments reduced its Sun Communities (SUI) stake by 1% in Q2 2026, selling an estimated $3.13K and leaving 2,358 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #60.

Gross & Hartman Investments first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 484 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Gross & Hartman Investments held 2,358 shares of Sun Communities worth $283K as of Q2 2026.
  • Gross & Hartman Investments sold 25 Sun Communities shares in Q2 2026, an estimated $3.13K.
  • Sun Communities made up 0.12% of Gross & Hartman Investments's portfolio in Q2 2026, its #60 holding.
  • Gross & Hartman Investments first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • Gross & Hartman Investments's Sun Communities position peaked at $300K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.