Horizon Investments’s Sun Communities SUI Stock Holding History

Horizon Investments’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	-2	Closed	-$252	–	1494
2026 Q1	$252	Buy	+2	New	+$258	﹤0.01%	1398

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Horizon Investments's SUI Position: Q2 2026 in Review

Horizon Investments sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 2 shares — an estimated $252 sold.

Horizon Investments first reported a position in SUI in Q1 2026 and held it in 1 quarter. The position peaked at $252 in Q1 2026. 528 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Horizon Investments reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Horizon Investments sold 2 Sun Communities shares in Q2 2026, an estimated $252.
Horizon Investments first reported a position in Sun Communities in Q1 2026 and held it in 1 quarter.
Horizon Investments's Sun Communities position peaked at $252 in Q1 2026.
528 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.