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HRT Financial’s Sun Communities SUI Stock Holding History

HRT Financial’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
-137,697
Closed -$17.1M – 4689
2025
Q4 		$17.1M Buy
+137,697
New +$17.2M 0.05% 274
2025
Q2 		– Sell
-39,851
Closed -$5.13M – 3488
2025
Q1 		$5.13M Buy
+39,851
New +$5.1M 0.03% 429
2024
Q4 		– Sell
-106,464
Closed -$14.4M – 3201
2024
Q3 		$14.4M Buy
106,464
+49,626
+87% +$6.53M 0.07% 179
2024
Q2 		$6.84M Buy
56,838
+19,636
+53% +$2.33M 0.04% 311
2024
Q1 		$4.78M Sell
37,202
-8,597
-19% -$1.12M 0.03% 272
2023
Q4 		$6.12M Buy
45,799
+201
+0.4% +$24.2K 0.04% 243
2023
Q3 		$5.4M Sell
45,598
-61,279
-57% -$7.78M 0.05% 265
2023
Q2 		$13.9M Buy
106,877
+57,271
+115% +$7.66M 0.13% 106
2023
Q1 		$6.99M Sell
49,606
-66,730
-57% -$9.75M 0.09% 192
2022
Q4 		$16.6M Sell
116,336
-108,188
-48% -$14.8M 0.24% 72
2022
Q3 		$30.4M Buy
+224,524
New +$35.5M 0.33% 49
2022
Q2 		– Sell
-5,505
Closed -$964K – 3702
2022
Q1 		$964K Buy
+5,505
New +$1.02M 0.01% 1100
2021
Q3 		– Sell
-16,420
Closed -$2.81M – 3735
2021
Q2 		$2.81M Sell
16,420
-2,908
-15% -$482K 0.03% 478
2021
Q1 		$2.9M Buy
+19,328
New +$2.85M 0.03% 445
2020
Q4 		– Sell
-32,159
Closed -$4.52M – 2438
2020
Q3 		$4.52M Buy
+32,159
New +$4.61M 0.13% 113
2020
Q2 		– Sell
-4,333
Closed -$540K – 1744
2020
Q1 		$540K Buy
+4,333
New +$654K 0.03% 371

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRT Financial's SUI Position: Q1 2026 in Review

HRT Financial sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 137,697 shares — an estimated $17.1M sold.

HRT Financial first reported a position in SUI in Q1 2020 and held it in 16 quarters. The position peaked at $30.4M in Q3 2022. 516 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • HRT Financial reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 137,697 Sun Communities shares in Q1 2026, an estimated $17.1M.
  • HRT Financial first reported a position in Sun Communities in Q1 2020 and held it in 16 quarters.
  • HRT Financial's Sun Communities position peaked at $30.4M in Q3 2022.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.