Y-Intercept (HK)’s Sun Communities SUI Stock Holding History

Y-Intercept (HK)’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	$291K	Buy	+2,424	New	+$303K	0.01%	1477
2026 Q1	–	Sell	-33,060	Closed	-$4.1M	–	2031
2025 Q4	$4.1M	Buy	+33,060	New	+$4.14M	0.09%	296
2025 Q1	–	Sell	-6,973	Closed	-$857K	–	1594
2024 Q4	$857K	Sell	6,973 -5,833	-46%	-$747K	0.06%	488
2024 Q3	$1.73M	Buy	12,806 +5,861	+84%	+$771K	0.11%	247
2024 Q2	$836K	Buy	+6,945	New	+$825K	0.05%	573
2023 Q4	–	Sell	-5,265	Closed	-$623K	–	1625
2023 Q3	$623K	Buy	+5,265	New	+$668K	0.06%	480
2022 Q2	–	Sell	-2,265	Closed	-$397K	–	1180
2022 Q1	$397K	Sell	2,265 -1,944	-46%	-$361K	0.09%	355
2021 Q4	$884K	Sell	4,209 -6,815	-62%	-$1.34M	0.21%	137
2021 Q3	$2.04M	Buy	+11,024	New	+$2.13M	0.37%	57
2021 Q2	–	Sell	-1,441	Closed	-$216K	–	885
2021 Q1	$216K	Buy	1,441 +63	+5%	+$9.3K	0.06%	537
2020 Q4	$206K	Buy	+1,378	New	+$199K	0.09%	444

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Y-Intercept (HK)'s SUI Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Sun Communities (SUI) in Q2 2026: 2,424 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #1477 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SUI as recently as Q4 2025.

Y-Intercept (HK) first reported a position in SUI in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.1M in Q4 2025. 57 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Y-Intercept (HK) held 2,424 shares of Sun Communities worth $291K as of Q2 2026.
Sun Communities was a new Y-Intercept (HK) position in Q2 2026.
Sun Communities made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1477 holding.
Y-Intercept (HK) first reported a position in Sun Communities in Q4 2020 and has held it in 11 quarters since.
Y-Intercept (HK)'s Sun Communities position peaked at $4.1M in Q4 2025.
57 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.