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Havemeyer Place’s Sun Communities SUI Stock Holding History

Havemeyer Place’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 		$9.59K Sell
80
-3,650
-98% -$457K ﹤0.01% 493
2026
Q1 		$470K Sell
3,730
-420
-10% -$54.3K 0.05% 407
2025
Q4 		$514K Buy
+4,150
New +$519K 0.1% 316

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

Havemeyer Place's SUI Position: Q2 2026 in Review

Havemeyer Place reduced its Sun Communities (SUI) stake by 98% in Q2 2026, selling an estimated $457K and leaving 80 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Havemeyer Place first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $514K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Havemeyer Place held 80 shares of Sun Communities worth $9.59K as of Q2 2026.
  • Havemeyer Place sold 3,650 Sun Communities shares in Q2 2026, an estimated $457K.
  • Sun Communities made up ﹤0.01% of Havemeyer Place's portfolio in Q2 2026, its #493 holding.
  • Havemeyer Place first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's Sun Communities position peaked at $514K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.