Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

SUI

Sun Communities, Inc.Real EstateMkt Cap $15.2B

Distillfolio Position

2026-08-14

Long #4

Score +0.1084

Weight 4.6%

2026-05-14 → 2026-08-13

Analyst

Insider

BullishNeutralBearish

1 month

-1.5%

2 months

-2.5%

3 months

-0.5%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 20 funds

CITADEL ADVISORS LLC
$73.0M → exited
-$73.0M
Qube Research & Technologies Ltd
$53.9M → exited
-$53.9M
BALYASNY ASSET MANAGEMENT L.P.
$53.1M → exited
-$53.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$0.0M → $34.3M
+$34.3M
MARSHALL WACE, LLP
$29.7M → exited
-$29.7M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 57 managers

WELLINGTON MANAGEMENT GROUP LLP
$736.0M → exited
-$736.0M
DODGE & COX
$1.8B → $1.1B
-$657.7M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$192.2M → exited
-$192.2M
Legal & General Group Plc
$135.6M → exited
-$135.6M
SEI INVESTMENTS CO
$97.2M → exited
-$97.2M

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 49 institutions

NORGES BANK
Bank
$0.0M → $652.2M
+$652.2M
CANADA PENSION PLAN INVESTMENT BOARD
Pension
$129.9M → exited
-$129.9M
HSBC HOLDINGS PLC
Bank
$75.8M → exited
-$75.8M
BANK OF AMERICA CORP /DE/
Bank
$71.6M → exited
-$71.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Other
$64.2M → exited
-$64.2M

Analyst Ratings

2026-08-12 · 60d ·5 Bullish0 Bearish1 Neutral

Neutral
Morgan Stanley
2026-08-12
Equal-Weight
Bullish
Wells Fargo
2026-08-10
Overweight
Bullish
RBC Capital
2026-07-29
Outperform
Bullish
Barclays
2026-07-14
Overweight
Bullish
Mizuho
2026-06-30
Outperform

Price Momentum

2025-08-13 → 2026-08-13

1 month
from 2026-07-16
-1.5%
3 months
from 2026-05-14
-0.5%
6 months
from 2026-02-12
-5.0%
9 months
from 2025-11-11
-3.5%
12 months
from 2025-08-13
-2.8%

Short Interest

2026-05-15 → 2026-07-15 · 5 periods

2026-07-15
3.38M shares short
2.69d
+0.04d
2026-06-30
3.53M shares short
2.65d
-0.35d
2026-06-15
3.70M shares short
3.00d
-0.30d
2026-05-29
3.37M shares short
3.29d
-1.05d
2026-05-15
3.20M shares short
4.34d

Insider Transactions

2026-06-24 · 2 most recent transactions

SellDir
Shiffman Gary A
2026-06-24
$3.0M
SellCFO
Castro-Caratini Fernando
2026-05-26
$3.0M

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF