Holocene Advisors
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Holocene Advisors’s Sun Communities SUI Stock Holding History

Holocene Advisors’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 		– Sell
-3,144
Closed -$390K – 965
2025
Q4 		$390K Sell
3,144
-6,313
-67% -$790K ﹤0.01% 689
2025
Q3 		$1.22M Sell
9,457
-29,867
-76% -$3.77M ﹤0.01% 600
2025
Q2 		$4.97M Buy
39,324
+1,042
+3% +$129K 0.01% 386
2025
Q1 		$4.92M Buy
38,282
+12,896
+51% +$1.65M 0.01% 384
2024
Q4 		$3.12M Sell
25,386
-10,062
-28% -$1.29M 0.01% 483
2024
Q3 		$4.79M Sell
35,448
-6,243
-15% -$821K 0.02% 375
2024
Q2 		$5.02M Buy
41,691
+3,345
+9% +$397K 0.02% 321
2024
Q1 		$4.93M Buy
38,346
+4,050
+12% +$526K 0.02% 403
2023
Q4 		$4.58M Buy
34,296
+6,439
+23% +$776K 0.02% 367
2023
Q3 		$3.3M Buy
27,857
+18,604
+201% +$2.36M 0.01% 461
2023
Q2 		$1.21M Buy
+9,253
New +$1.24M 0.01% 618
2022
Q4 		– Sell
-12,393
Closed -$1.68M – 901
2022
Q3 		$1.68M Hold
12,393
– – 0.01% 478
2022
Q2 		$1.98M Buy
+12,393
New +$2.08M 0.01% 546

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

Holocene Advisors's SUI Position: Q1 2026 in Review

Holocene Advisors sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 3,144 shares — an estimated $390K sold.

Holocene Advisors first reported a position in SUI in Q2 2022 and held it in 13 quarters. The position peaked at $5.02M in Q2 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Holocene Advisors reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Holocene Advisors sold 3,144 Sun Communities shares in Q1 2026, an estimated $390K.
  • Holocene Advisors first reported a position in Sun Communities in Q2 2022 and held it in 13 quarters.
  • Holocene Advisors's Sun Communities position peaked at $5.02M in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.