ICP
SUI icon

Interchange Capital Partners’s Sun Communities SUI Stock Holding History

Interchange Capital Partners’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
-1,714
Closed -$212K – 439
2025
Q4 		$212K Buy
+1,714
New +$215K 0.04% 392
2021
Q1 		– Sell
-54
Closed -$8K – 983
2020
Q4 		$8K Buy
+54
New +$7.81K ﹤0.01% 838

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

Interchange Capital Partners's SUI Position: Q1 2026 in Review

Interchange Capital Partners sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 1,714 shares — an estimated $212K sold.

Interchange Capital Partners first reported a position in SUI in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Interchange Capital Partners reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 1,714 Sun Communities shares in Q1 2026, an estimated $212K.
  • Interchange Capital Partners first reported a position in Sun Communities in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's Sun Communities position peaked at $212K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.