HFM
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Harvest Fund Management’s Sun Communities SUI Stock Holding History

Harvest Fund Management’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 		– Sell
-639
Closed -$80K – 551
2026
Q1 		$80K Buy
639
+51
+9% +$6.59K ﹤0.01% 321
2025
Q4 		$73K Sell
588
-220
-27% -$27.5K ﹤0.01% 404
2025
Q3 		$104K Sell
808
-971
-55% -$123K ﹤0.01% 383
2025
Q2 		$225K Hold
1,779
– – 0.01% 312
2025
Q1 		$229K Buy
+1,779
New +$227K 0.01% 350
2024
Q2 		– Sell
-1,061
Closed -$136K – 744
2024
Q1 		$136K Buy
+1,061
New +$138K 0.01% 379
2023
Q4 		– Sell
-227
Closed -$27K – 699
2023
Q3 		$27K Hold
227
– – ﹤0.01% 460
2023
Q2 		$30K Hold
227
– – 0.01% 473
2023
Q1 		$32K Hold
227
– – 0.01% 537
2022
Q4 		$32K Hold
227
– – 0.01% 547
2022
Q3 		$31K Hold
227
– – 0.01% 488
2022
Q2 		$36K Buy
+227
New +$38.1K 0.01% 456
2021
Q2 		– Sell
-315
Closed -$47K – 835
2021
Q1 		$47K Hold
315
– – ﹤0.01% 430
2020
Q4 		$47K Buy
+315
New +$45.6K ﹤0.01% 371
2020
Q2 		– Sell
-361
Closed -$45K – 508
2020
Q1 		$45K Buy
361
+284
+369% +$42.9K 0.01% 312
2019
Q4 		$12K Sell
77
-169
-69% -$26.3K ﹤0.01% 391
2019
Q3 		$37K Buy
+246
New +$34.7K ﹤0.01% 316
2018
Q2 		– Sell
-300
Closed -$27K – 334
2018
Q1 		$27K Sell
300
-200
-40% -$17.7K ﹤0.01% 212
2017
Q4 		$46K Hold
500
– – 0.01% 182
2017
Q3 		$43K Hold
500
– – 0.01% 161
2017
Q2 		$44K Sell
500
-200
-29% -$17.1K 0.01% 168
2017
Q1 		$56K Sell
700
-800
-53% -$63.7K 0.01% 132
2016
Q4 		$115K Buy
+1,500
New +$112K 0.03% 92

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harvest Fund Management's SUI Position: Q2 2026 in Review

Harvest Fund Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 639 shares — an estimated $80K sold.

Harvest Fund Management first reported a position in SUI in Q4 2016 and held it in 23 quarters. The position peaked at $229K in Q1 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Harvest Fund Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Harvest Fund Management sold 639 Sun Communities shares in Q2 2026, an estimated $80K.
  • Harvest Fund Management first reported a position in Sun Communities in Q4 2016 and held it in 23 quarters.
  • Harvest Fund Management's Sun Communities position peaked at $229K in Q1 2025.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.