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 Q2	$60.8K	Hold	507	–	–	﹤0.01%	261
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

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

Avalon Trust's SUI Position: Q2 2026 in Review

Avalon Trust held its Sun Communities (SUI) position steady in Q2 2026 at 507 shares worth $60.8K. 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 5 quarters since. The position peaked at $65.4K in Q3 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Avalon Trust held 507 shares of Sun Communities worth $60.8K as of Q2 2026.
Avalon Trust left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #261 holding.
Avalon Trust first reported a position in Sun Communities in Q1 2025 and has held it in 5 quarters since.
Avalon Trust's Sun Communities position peaked at $65.4K in Q3 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.