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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
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

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

Rothschild Investment LLC's SUI Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Sun Communities (SUI) stake by 54% in Q1 2026, selling an estimated $42.4K and leaving 276 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Rothschild Investment LLC first reported a position in SUI in Q1 2025 and has held it in 5 quarters since. The position peaked at $74.8K in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Rothschild Investment LLC held 276 shares of Sun Communities worth $34.8K as of Q1 2026.
  • Rothschild Investment LLC sold 328 Sun Communities shares in Q1 2026, an estimated $42.4K.
  • Sun Communities made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1224 holding.
  • Rothschild Investment LLC first reported a position in Sun Communities in Q1 2025 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Sun Communities position peaked at $74.8K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.