BTI
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Blue Trust Inc’s Sun Communities SUI Stock Holding History

Blue Trust Inc’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 		$11K Sell
92
-16
-15% -$2K ﹤0.01% 1847
2026
Q1 		$13.6K Sell
108
-400
-79% -$51.7K ﹤0.01% 1756
2025
Q4 		$62.9K Sell
508
-42
-8% -$5.26K ﹤0.01% 1264
2025
Q3 		$71K Sell
550
-8
-1% -$1.01K ﹤0.01% 1229
2025
Q2 		$70.6K Sell
558
-28
-5% -$3.47K ﹤0.01% 1210
2025
Q1 		$75.4K Buy
586
+490
+510% +$62.6K ﹤0.01% 1115
2024
Q4 		$11.8K Sell
96
-529
-85% -$67.7K ﹤0.01% 1778
2024
Q3 		$75.2K Buy
625
+436
+231% +$57.3K ﹤0.01% 1378
2024
Q2 		$24.3K Buy
189
+156
+473% +$18.5K ﹤0.01% 1571
2024
Q1 		$4.24K Sell
33
-89
-73% -$11.6K ﹤0.01% 1672
2023
Q4 		$14K Buy
122
+29
+31% +$3.49K ﹤0.01% 1460
2023
Q3 		$12K Buy
93
+6
+7% +$762 ﹤0.01% 1359
2023
Q2 		$12K Sell
87
-31
-26% -$4.15K ﹤0.01% 1251
2023
Q1 		$17K Sell
118
-3
-2% -$438 ﹤0.01% 1431
2022
Q4 		$16K Sell
121
-1
-0.8% -$137 ﹤0.01% 1381
2022
Q3 		$19K Buy
122
+64
+110% +$10.1K ﹤0.01% 1120
2022
Q2 		$10K Buy
+58
New +$9.73K ﹤0.01% 1214

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blue Trust Inc's SUI Position: Q2 2026 in Review

Blue Trust Inc reduced its Sun Communities (SUI) stake by 15% in Q2 2026, selling an estimated $2K and leaving 92 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Blue Trust Inc first reported a position in SUI in Q2 2022 and has held it in 17 quarters since. The position peaked at $75.4K in Q1 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Blue Trust Inc held 92 shares of Sun Communities worth $11K as of Q2 2026.
  • Blue Trust Inc sold 16 Sun Communities shares in Q2 2026, an estimated $2K.
  • Sun Communities made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1847 holding.
  • Blue Trust Inc first reported a position in Sun Communities in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Sun Communities position peaked at $75.4K in Q1 2025.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.