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
Q2 		$1.29M Sell
10,774
-112
-1% -$14K ﹤0.01% 1371
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pathstone Holdings's SUI Position: Q2 2026 in Review

Pathstone Holdings reduced its Sun Communities (SUI) stake by 1% in Q2 2026, selling an estimated $14K and leaving 10,774 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Pathstone Holdings first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q3 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Pathstone Holdings held 10,774 shares of Sun Communities worth $1.29M as of Q2 2026.
  • Pathstone Holdings sold 112 Sun Communities shares in Q2 2026, an estimated $14K.
  • Sun Communities made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1371 holding.
  • Pathstone Holdings first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Sun Communities position peaked at $1.49M in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.