&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 Q2	$211K	Buy	1,762 +154	+10%	+$19.3K	﹤0.01%	2351
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

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

&Partners's SUI Position: Q2 2026 in Review

&Partners increased its Sun Communities (SUI) stake by 9.6% in Q2 2026, buying an estimated $19.3K and bringing the position to 1,762 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

&Partners first reported a position in SUI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

&Partners held 1,762 shares of Sun Communities worth $211K as of Q2 2026.
&Partners bought 154 Sun Communities shares in Q2 2026, an estimated $19.3K.
Sun Communities made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2351 holding.
&Partners first reported a position in Sun Communities in Q2 2024 and has held it in 9 quarters since.
&Partners's Sun Communities position peaked at $1.52M in Q2 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.