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Rothschild Investment LLC’s Sun Communities SUI Stock Holding History

Rothschild Investment LLC’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 		$719 Sell
6
-270
-98% -$33.8K ﹤0.01% 3171
2026
Q1 		$34.8K Sell
276
-328
-54% -$42.4K ﹤0.01% 1224
2025
Q4 		$74.8K Buy
604
+596
+7,450% +$74.6K ﹤0.01% 903
2025
Q3 		$1.03K Sell
8
-3
-27% -$379 ﹤0.01% 2560
2025
Q2 		$1.39K Buy
11
+9
+450% +$1.12K ﹤0.01% 2278
2025
Q1 		$257 Buy
+2
New +$256 ﹤0.01% 2792

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

Rothschild Investment LLC's SUI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Sun Communities (SUI) stake by 98% in Q2 2026, selling an estimated $33.8K and leaving 6 shares worth $719. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Rothschild Investment LLC first reported a position in SUI in Q1 2025 and has held it in 6 quarters since. The position peaked at $74.8K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Rothschild Investment LLC held 6 shares of Sun Communities worth $719 as of Q2 2026.
  • Rothschild Investment LLC sold 270 Sun Communities shares in Q2 2026, an estimated $33.8K.
  • Sun Communities made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3171 holding.
  • Rothschild Investment LLC first reported a position in Sun Communities in Q1 2025 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Sun Communities position peaked at $74.8K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.