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SummitTX Capital’s Sun Communities SUI Stock Holding History

SummitTX 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 		$4.39M Buy
36,611
+8,770
+32% +$1.1M 0.11% 204
2026
Q1 		$3.51M Sell
27,841
-15,052
-35% -$1.95M 0.11% 215
2025
Q4 		$5.31M Buy
42,893
+10,119
+31% +$1.27M 0.16% 148
2025
Q3 		$4.23M Sell
32,774
-9,001
-22% -$1.14M 0.17% 132
2025
Q2 		$5.28M Buy
+41,775
New +$5.18M 0.23% 111

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

SummitTX Capital's SUI Position: Q2 2026 in Review

SummitTX Capital increased its Sun Communities (SUI) stake by 32% in Q2 2026, buying an estimated $1.1M and bringing the position to 36,611 shares worth $4.39M. The position accounts for 0.11% of the portfolio, ranked #204.

SummitTX Capital first reported a position in SUI in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.31M in Q4 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • SummitTX Capital held 36,611 shares of Sun Communities worth $4.39M as of Q2 2026.
  • SummitTX Capital bought 8,770 Sun Communities shares in Q2 2026, an estimated $1.1M.
  • Sun Communities made up 0.11% of SummitTX Capital's portfolio in Q2 2026, its #204 holding.
  • SummitTX Capital first reported a position in Sun Communities in Q2 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Sun Communities position peaked at $5.31M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.