Matthew Hamilton Rosenberg’s Sun Communities SUI Stock Holding History

Matthew Hamilton Rosenberg’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	$25.5K	Hold	213	–	–	﹤0.01%	523
2026 Q1	$26.8K	Sell	213 -78	-27%	-$10.1K	0.01%	507
2025 Q4	$36.1K	Sell	291 -42	-13%	-$5.26K	0.01%	464
2025 Q3	$43K	Hold	333	–	–	0.01%	443
2025 Q2	$42.1K	Hold	333	–	–	0.01%	463
2025 Q1	$42.8K	Buy	333 +1	+0.3%	+$128	0.01%	447
2024 Q4	$40.8K	Hold	332	–	–	0.01%	447
2024 Q3	$44.9K	Buy	332 +34	+11%	+$4.47K	0.01%	444
2024 Q2	$35.4K	Sell	298 -34	-10%	-$4.04K	0.01%	468
2024 Q1	$41.6K	Sell	332 -206	-38%	-$26.7K	0.01%	451
2023 Q4	$71.9K	Hold	538	–	–	0.02%	369
2023 Q3	$63.7K	Sell	538 -5	-0.9%	-$635	0.02%	380
2023 Q2	$70.8K	Hold	543	–	–	0.02%	370
2023 Q1	$76.5K	Sell	543 -398	-42%	-$58.2K	0.02%	363
2022 Q4	$135K	Hold	941	–	–	0.05%	254
2022 Q3	$127K	Buy	941 +5	+0.5%	+$791	0.05%	241
2022 Q2	$151K	Hold	936	–	–	0.06%	211
2022 Q1	$164K	Hold	936	–	–	0.06%	224
2021 Q4	$197K	Sell	936 -579	-38%	-$114K	0.07%	186
2021 Q3	$280K	Hold	1,515	–	–	0.11%	113
2021 Q2	$260K	Hold	1,515	–	–	0.14%	98
2021 Q1	$227K	Hold	1,515	–	–	0.13%	106
2020 Q4	$230K	Sell	1,515 -67	-4%	-$9.7K	0.14%	93
2020 Q3	$223K	Hold	1,582	–	–	0.16%	77
2020 Q2	$215K	Buy	1,582 +1	+0.1%	+$133	0.17%	75
2020 Q1	$198K	Buy	+1,581	New	+$239K	0.2%	56

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

Matthew Hamilton Rosenberg's SUI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Sun Communities (SUI) position steady in Q2 2026 at 213 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Matthew Hamilton Rosenberg first reported a position in SUI in Q1 2020 and has held it in 26 quarters since. The position peaked at $280K in Q3 2021. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Matthew Hamilton Rosenberg held 213 shares of Sun Communities worth $25.5K as of Q2 2026.
Matthew Hamilton Rosenberg left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #523 holding.
Matthew Hamilton Rosenberg first reported a position in Sun Communities in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Sun Communities position peaked at $280K in Q3 2021.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.