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Sachetta’s Sun Communities SUI Stock Holding History

Sachetta’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 		$2.4K Buy
20
+4
+25% +$500 ﹤0.01% 814
2026
Q1 		$1.98K Sell
16
-1
-6% -$129 ﹤0.01% 906
2025
Q4 		$2.11K Hold
17
– – ﹤0.01% 763
2025
Q3 		$2.19K Sell
17
-14
-45% -$1.77K ﹤0.01% 801
2025
Q2 		$3.92K Sell
31
-4
-11% -$496 ﹤0.01% 646
2025
Q1 		$4.5K Sell
35
-22
-39% -$2.81K ﹤0.01% 583
2024
Q4 		$7.01K Buy
57
+6
+12% +$768 ﹤0.01% 517
2024
Q3 		$6.89K Hold
51
– – ﹤0.01% 556
2024
Q2 		$6.49K Sell
51
-16
-24% -$1.9K ﹤0.01% 535
2024
Q1 		$8.98K Hold
67
– – ﹤0.01% 431
2023
Q4 		$8.98K Buy
+67
New +$8.07K ﹤0.01% 431

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sachetta's SUI Position: Q2 2026 in Review

Sachetta increased its Sun Communities (SUI) stake by 25% in Q2 2026, buying an estimated $500 and bringing the position to 20 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Sachetta first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.98K in Q1 2024. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Sachetta held 20 shares of Sun Communities worth $2.4K as of Q2 2026.
  • Sachetta bought 4 Sun Communities shares in Q2 2026, an estimated $500.
  • Sun Communities made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #814 holding.
  • Sachetta first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Sun Communities position peaked at $8.98K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.