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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Havemeyer Place's SUI Position: Q1 2026 in Review

Havemeyer Place reduced its Sun Communities (SUI) stake by 10% in Q1 2026, selling an estimated $54.3K and leaving 3,730 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #407.

Havemeyer Place first reported a position in SUI in Q4 2025 and has held it in 2 quarters since. The position peaked at $514K in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Havemeyer Place held 3,730 shares of Sun Communities worth $470K as of Q1 2026.
  • Havemeyer Place sold 420 Sun Communities shares in Q1 2026, an estimated $54.3K.
  • Sun Communities made up 0.05% of Havemeyer Place's portfolio in Q1 2026, its #407 holding.
  • Havemeyer Place first reported a position in Sun Communities in Q4 2025 and has held it in 2 quarters since.
  • Havemeyer Place's Sun Communities position peaked at $514K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.