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SJS Investment Consulting’s Sun Communities SUI Stock Holding History

SJS Investment Consulting’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 		$26.7K Sell
223
-151
-40% -$18.9K ﹤0.01% 684
2026
Q1 		$47.1K Sell
374
-33
-8% -$4.26K 0.01% 416
2025
Q4 		$50.4K Buy
407
+226
+125% +$28.3K 0.01% 357
2025
Q3 		$23.3K Buy
+181
New +$22.9K ﹤0.01% 497
2022
Q1 		$17K Hold
94
– – 0.01% 322
2021
Q4 		$20K Buy
+94
New +$18.5K 0.01% 277

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

SJS Investment Consulting's SUI Position: Q2 2026 in Review

SJS Investment Consulting reduced its Sun Communities (SUI) stake by 40% in Q2 2026, selling an estimated $18.9K and leaving 223 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

SJS Investment Consulting first reported a position in SUI in Q4 2021 and has held it in 6 quarters since. The position peaked at $50.4K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • SJS Investment Consulting held 223 shares of Sun Communities worth $26.7K as of Q2 2026.
  • SJS Investment Consulting sold 151 Sun Communities shares in Q2 2026, an estimated $18.9K.
  • Sun Communities made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #684 holding.
  • SJS Investment Consulting first reported a position in Sun Communities in Q4 2021 and has held it in 6 quarters since.
  • SJS Investment Consulting's Sun Communities position peaked at $50.4K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.