Taproot Management’s Sun Communities SUI Stock Holding History

Taproot Management’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	–	Sell	-14,566	Closed	-$1.83M	–	148
2026 Q1	$1.83M	Sell	14,566 -64,018	-81%	-$8.27M	0.35%	115
2025 Q4	$9.74M	Buy	+78,584	New	+$9.84M	1.58%	17

Other funds holding SUI

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T 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

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

Taproot Management's SUI Position: Q2 2026 in Review

Taproot Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 14,566 shares — an estimated $1.83M sold.

Taproot Management first reported a position in SUI in Q4 2025 and held it in 2 quarters. The position peaked at $9.74M in Q4 2025. 528 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Taproot Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 14,566 Sun Communities shares in Q2 2026, an estimated $1.83M.
Taproot Management first reported a position in Sun Communities in Q4 2025 and held it in 2 quarters.
Taproot Management's Sun Communities position peaked at $9.74M in Q4 2025.
528 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.