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Safe Harbor Family Capital’s Sun Communities SUI Stock Holding History

Safe Harbor Family Capital’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 		$283K Sell
2,358
-25
-1% -$3.13K 0.19% 41
2026
Q1 		$300K Buy
2,383
+40
+2% +$5.17K 0.23% 37
2025
Q4 		$290K Buy
+2,343
New +$293K 0.26% 35

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Safe Harbor Family Capital's SUI Position: Q2 2026 in Review

Safe Harbor Family Capital reduced its Sun Communities (SUI) stake by 1% in Q2 2026, selling an estimated $3.13K and leaving 2,358 shares worth $283K. The position accounts for 0.19% of the portfolio, ranked #41.

Safe Harbor Family Capital first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 484 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Safe Harbor Family Capital held 2,358 shares of Sun Communities worth $283K as of Q2 2026.
  • Safe Harbor Family Capital sold 25 Sun Communities shares in Q2 2026, an estimated $3.13K.
  • Sun Communities made up 0.19% of Safe Harbor Family Capital's portfolio in Q2 2026, its #41 holding.
  • Safe Harbor Family Capital first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • Safe Harbor Family Capital's Sun Communities position peaked at $300K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.