Pathstone Holdings
SUI icon

Pathstone Holdings’s Sun Communities SUI Stock Holding History

Pathstone Holdings’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 		$1.37M Buy
10,886
+28
+0.3% +$3.62K 0.01% 1249
2025
Q4 		$1.35M Sell
10,858
-707
-6% -$88.5K 0.01% 1250
2025
Q3 		$1.49M Buy
11,565
+780
+7% +$98.6K 0.01% 1188
2025
Q2 		$1.36M Buy
10,785
+2,187
+25% +$271K 0.01% 1216
2025
Q1 		$1.11M Buy
8,598
+423
+5% +$54.1K ﹤0.01% 1327
2024
Q4 		$1.01M Buy
8,175
+263
+3% +$33.7K ﹤0.01% 1367
2024
Q3 		$1.07M Buy
7,912
+86
+1% +$11.3K ﹤0.01% 1337
2024
Q2 		$942K Sell
7,826
-218
-3% -$25.9K ﹤0.01% 1368
2024
Q1 		$1.03M Buy
8,044
+2,420
+43% +$314K ﹤0.01% 1261
2023
Q4 		$752K Buy
+5,624
New +$677K ﹤0.01% 1245

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

Pathstone Holdings's SUI Position: Q1 2026 in Review

Pathstone Holdings increased its Sun Communities (SUI) stake by 0.26% in Q1 2026, buying an estimated $3.62K and bringing the position to 10,886 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1249.

Pathstone Holdings first reported a position in SUI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Pathstone Holdings held 10,886 shares of Sun Communities worth $1.37M as of Q1 2026.
  • Pathstone Holdings bought 28 Sun Communities shares in Q1 2026, an estimated $3.62K.
  • Sun Communities made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1249 holding.
  • Pathstone Holdings first reported a position in Sun Communities in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Sun Communities position peaked at $1.49M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.