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Avalon Trust’s Sun Communities SUI Stock Holding History

Avalon Trust’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
Q1 		$63.9K Hold
507
– – ﹤0.01% 261
2025
Q4 		$62.8K Hold
507
– – ﹤0.01% 248
2025
Q3 		$65.4K Buy
+507
New +$64.1K ﹤0.01% 281
2025
Q2 		– Sell
-507
Closed -$65.2K – 461
2025
Q1 		$65.2K Buy
+507
New +$64.8K 0.01% 218

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avalon Trust's SUI Position: Q1 2026 in Review

Avalon Trust held its Sun Communities (SUI) position steady in Q1 2026 at 507 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Avalon Trust first reported a position in SUI in Q1 2025 and has held it in 4 quarters since. The position peaked at $65.4K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Avalon Trust held 507 shares of Sun Communities worth $63.9K as of Q1 2026.
  • Avalon Trust left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #261 holding.
  • Avalon Trust first reported a position in Sun Communities in Q1 2025 and has held it in 4 quarters since.
  • Avalon Trust's Sun Communities position peaked at $65.4K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.