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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
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

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

Blue Trust Inc's SUI Position: Q1 2026 in Review

Blue Trust Inc reduced its Sun Communities (SUI) stake by 79% in Q1 2026, selling an estimated $51.7K and leaving 108 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Blue Trust Inc first reported a position in SUI in Q2 2022 and has held it in 16 quarters since. The position peaked at $75.4K in Q1 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Blue Trust Inc held 108 shares of Sun Communities worth $13.6K as of Q1 2026.
  • Blue Trust Inc sold 400 Sun Communities shares in Q1 2026, an estimated $51.7K.
  • Sun Communities made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1756 holding.
  • Blue Trust Inc first reported a position in Sun Communities in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Sun Communities position peaked at $75.4K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.