Marshall Wace
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Marshall Wace’s Sun Communities SUI Stock Holding History

Marshall Wace’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
-235,675
Closed -$29.7M – 3725
2026
Q1 		$29.7M Buy
235,675
+227,291
+2,711% +$29.4M 0.03% 554
2025
Q4 		$1.04M Buy
+8,384
New +$1.05M ﹤0.01% 1904
2024
Q4 		– Sell
-107,113
Closed -$14.5M – 2993
2024
Q3 		$14.5M Sell
107,113
-147,978
-58% -$19.5M 0.02% 620
2024
Q2 		$30.7M Sell
255,091
-54,180
-18% -$6.44M 0.04% 375
2024
Q1 		$39.8M Buy
309,271
+141,626
+84% +$18.4M 0.06% 300
2023
Q4 		$22.4M Sell
167,645
-150,811
-47% -$18.2M 0.04% 446
2023
Q3 		$37.7M Sell
318,456
-47,942
-13% -$6.09M 0.08% 259
2023
Q2 		$47.8M Buy
366,398
+76,781
+27% +$10.3M 0.09% 227
2023
Q1 		$40.8M Buy
289,617
+275,894
+2,010% +$40.3M 0.09% 260
2022
Q4 		$1.96M Sell
13,723
-2,795
-17% -$382K ﹤0.01% 1748
2022
Q3 		$2.23M Buy
16,518
+14,806
+865% +$2.34M ﹤0.01% 1933
2022
Q2 		$273K Sell
1,712
-4,540
-73% -$762K ﹤0.01% 3071
2022
Q1 		$1.1M Sell
6,252
-144,088
-96% -$26.8M ﹤0.01% 2412
2021
Q4 		$31.6M Buy
150,340
+83,468
+125% +$16.4M 0.06% 335
2021
Q3 		$12.4M Buy
+66,872
New +$12.9M 0.05% 437
2020
Q2 		– Sell
-437
Closed -$55K – 1927
2020
Q1 		$55K Sell
437
-665
-60% -$100K ﹤0.01% 1415
2019
Q4 		$165K Buy
+1,102
New +$172K ﹤0.01% 1384
2016
Q3 		– Sell
-9,300
Closed -$713K – 1130
2016
Q2 		$713K Sell
9,300
-48,293
-84% -$3.41M 0.01% 766
2016
Q1 		$4.12M Buy
+57,593
New +$3.88M 0.04% 389
2014
Q3 		– Sell
-9,738
Closed -$485K – 1034
2014
Q2 		$485K Sell
9,738
-216,561
-96% -$10.2M 0.01% 608
2014
Q1 		$10.2M Buy
+226,299
New +$10.2M 0.19% 146

Other funds holding SUI

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace's SUI Position: Q2 2026 in Review

Marshall Wace sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 235,675 shares — an estimated $29.7M sold.

Marshall Wace first reported a position in SUI in Q1 2014 and held it in 21 quarters. The position peaked at $47.8M in Q2 2023. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Marshall Wace reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 235,675 Sun Communities shares in Q2 2026, an estimated $29.7M.
  • Marshall Wace first reported a position in Sun Communities in Q1 2014 and held it in 21 quarters.
  • Marshall Wace's Sun Communities position peaked at $47.8M in Q2 2023.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.