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Harvest Portfolios Group’s Sun Communities SUI Stock Holding History

Harvest Portfolios Group’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 		$2.21M Sell
18,400
-2,345
-11% -$293K 0.03% 167
2026
Q1 		$2.61M Sell
20,745
-3,645
-15% -$471K 0.04% 163
2025
Q4 		$3.02M Sell
24,390
-1,612
-6% -$202K 0.05% 131
2025
Q3 		$3.35M Sell
26,002
-1,074
-4% -$136K 0.06% 126
2025
Q2 		$3.42M Sell
27,076
-513
-2% -$63.6K 0.08% 113
2025
Q1 		$3.55M Sell
27,589
-2,742
-9% -$351K 0.1% 104
2024
Q4 		$3.73M Sell
30,331
-2,475
-8% -$317K 0.12% 99
2024
Q3 		$4.43M Buy
32,806
+4,639
+16% +$610K 0.15% 96
2024
Q2 		$3.39M Sell
28,167
-2,327
-8% -$276K 0.13% 99
2024
Q1 		$3.92M Sell
30,494
-1,868
-6% -$243K 0.15% 100
2023
Q4 		$4.33M Sell
32,362
-3,487
-10% -$420K 0.18% 91
2023
Q3 		$4.24M Sell
35,849
-2,533
-7% -$322K 0.2% 79
2023
Q2 		$5.01M Buy
38,382
+9,770
+34% +$1.31M 0.23% 71
2023
Q1 		$4.03M Sell
28,612
-2,897
-9% -$423K 0.2% 78
2022
Q4 		$4.51M Buy
+31,509
New +$4.3M 0.26% 60

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harvest Portfolios Group's SUI Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Sun Communities (SUI) stake by 11% in Q2 2026, selling an estimated $293K and leaving 18,400 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #167.

Harvest Portfolios Group first reported a position in SUI in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.01M in Q2 2023. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Harvest Portfolios Group held 18,400 shares of Sun Communities worth $2.21M as of Q2 2026.
  • Harvest Portfolios Group sold 2,345 Sun Communities shares in Q2 2026, an estimated $293K.
  • Sun Communities made up 0.03% of Harvest Portfolios Group's portfolio in Q2 2026, its #167 holding.
  • Harvest Portfolios Group first reported a position in Sun Communities in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's Sun Communities position peaked at $5.01M in Q2 2023.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.