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 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbour Investments's SUI Position: Q1 2026 in Review

Harbour Investments increased its Sun Communities (SUI) stake by 939% in Q1 2026, buying an estimated $83.7K and bringing the position to 717 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Harbour Investments first reported a position in SUI in Q1 2021 and has held it in 13 quarters since. The position peaked at $126K in Q3 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Harbour Investments held 717 shares of Sun Communities worth $90.4K as of Q1 2026.
Harbour Investments bought 648 Sun Communities shares in Q1 2026, an estimated $83.7K.
Sun Communities made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2010 holding.
Harbour Investments first reported a position in Sun Communities in Q1 2021 and has held it in 13 quarters since.
Harbour Investments's Sun Communities position peaked at $126K in Q3 2021.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.