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&Partners’s Sun Communities SUI Stock Holding History

&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 		$203K Sell
1,608
-10,095
-86% -$1.3M ﹤0.01% 2246
2025
Q4 		$1.45M Buy
11,703
+184
+2% +$23K 0.01% 1024
2025
Q3 		$1.49M Sell
11,519
-509
-4% -$64.3K 0.01% 898
2025
Q2 		$1.52M Buy
12,028
+10,110
+527% +$1.25M 0.01% 789
2025
Q1 		$250K Sell
1,918
-3
-0.2% -$384 ﹤0.01% 1503
2024
Q4 		$239K Sell
1,921
-11
-0.6% -$1.41K ﹤0.01% 1454
2024
Q3 		$255K Sell
1,932
-1,410
-42% -$185K ﹤0.01% 1188
2024
Q2 		$402K Buy
+3,342
New +$397K 0.02% 616

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

&Partners's SUI Position: Q1 2026 in Review

&Partners reduced its Sun Communities (SUI) stake by 86% in Q1 2026, selling an estimated $1.3M and leaving 1,608 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

&Partners first reported a position in SUI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q2 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • &Partners held 1,608 shares of Sun Communities worth $203K as of Q1 2026.
  • &Partners sold 10,095 Sun Communities shares in Q1 2026, an estimated $1.3M.
  • Sun Communities made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2246 holding.
  • &Partners first reported a position in Sun Communities in Q2 2024 and has held it in 8 quarters since.
  • &Partners's Sun Communities position peaked at $1.52M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.