Harbour Investments’s Sun Communities SUI Stock Holding History

Harbour 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	$80.3K	Sell	670 -47	-7%	-$5.88K	﹤0.01%	2142
2026 Q1	$90.4K	Buy	717 +648	+939%	+$83.7K	﹤0.01%	2010
2025 Q4	$8.59K	Buy	69 +12	+21%	+$1.5K	﹤0.01%	2815
2025 Q3	$7.36K	Buy	57 +1	+2%	+$126	﹤0.01%	2820
2025 Q2	$7.04K	Sell	56 -1	-2%	-$124	﹤0.01%	2724
2025 Q1	$7.38K	Hold	57	–	–	﹤0.01%	2662
2024 Q4	$7.02K	Sell	57 -1	-2%	-$128	﹤0.01%	2607
2024 Q3	$7.82K	Buy	58 +14	+32%	+$1.84K	﹤0.01%	2466
2024 Q2	$5.24K	Buy	44 +1	+2%	+$119	﹤0.01%	2496
2024 Q1	$5.56K	Hold	43	–	–	﹤0.01%	2452
2023 Q4	$5.75K	Buy	+43	New	+$5.18K	﹤0.01%	2360
2021 Q4	–	Sell	-680	Closed	-$126K	–	3573
2021 Q3	$126K	Buy	680 +1	+0.1%	+$193	﹤0.01%	1250
2021 Q2	$116K	Hold	679	–	–	﹤0.01%	1331
2021 Q1	$102K	Buy	+679	New	+$100K	﹤0.01%	1292

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Harbour Investments's SUI Position: Q2 2026 in Review

Harbour Investments reduced its Sun Communities (SUI) stake by 6.6% in Q2 2026, selling an estimated $5.88K and leaving 670 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Harbour Investments first reported a position in SUI in Q1 2021 and has held it in 14 quarters since. The position peaked at $126K in Q3 2021. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Harbour Investments held 670 shares of Sun Communities worth $80.3K as of Q2 2026.
Harbour Investments sold 47 Sun Communities shares in Q2 2026, an estimated $5.88K.
Sun Communities made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2142 holding.
Harbour Investments first reported a position in Sun Communities in Q1 2021 and has held it in 14 quarters since.
Harbour Investments's Sun Communities position peaked at $126K in Q3 2021.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.