Steve Schonfeld’s Sun Communities SUI Stock Holding History

Steve Schonfeld’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
2023 Q1	–	Sell	-7,000	Closed	-$19.4K	–	2630
2022 Q4	$19.4K	Buy	+7,000	New	+$956K	﹤0.01%	2326

Other funds holding SUI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steve Schonfeld's SUI Position: Q1 2026 in Review

Steve Schonfeld sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 30,584 shares — an estimated $3.79M sold.

Steve Schonfeld first reported a position in SUI in Q4 2018 and held it in 26 quarters. The position peaked at $34.5M in Q4 2023. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Steve Schonfeld reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
Steve Schonfeld sold 30,584 Sun Communities shares in Q1 2026, an estimated $3.79M.
Steve Schonfeld first reported a position in Sun Communities in Q4 2018 and held it in 26 quarters.
Steve Schonfeld's Sun Communities position peaked at $34.5M in Q4 2023.
513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.