Caldwell Sutter Capital’s Sun Communities SUI Stock Holding History

Caldwell Sutter Capital’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	$756	Hold	6	–	–	﹤0.01%	831
2025 Q4	$743	Hold	6	–	–	﹤0.01%	822
2025 Q3	$774	Hold	6	–	–	﹤0.01%	813
2025 Q2	$759	Hold	6	–	–	﹤0.01%	790
2025 Q1	$772	Hold	6	–	–	﹤0.01%	811
2024 Q4	$738	Hold	6	–	–	﹤0.01%	829
2024 Q3	$811	Hold	6	–	–	﹤0.01%	827
2024 Q2	$722	Hold	6	–	–	﹤0.01%	842
2024 Q1	$771	Hold	6	–	–	﹤0.01%	841
2023 Q4	$802	Hold	6	–	–	﹤0.01%	851
2023 Q3	$710	Hold	6	–	–	﹤0.01%	816
2023 Q2	$783	Hold	6	–	–	﹤0.01%	808
2023 Q1	$845	Buy	+6	New	+$877	﹤0.01%	534

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Sutter Capital's SUI Position: Q1 2026 in Review

Caldwell Sutter Capital held its Sun Communities (SUI) position steady in Q1 2026 at 6 shares worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Caldwell Sutter Capital first reported a position in SUI in Q1 2023 and has held it in 13 quarters since. The position peaked at $845 in Q1 2023. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Caldwell Sutter Capital held 6 shares of Sun Communities worth $756 as of Q1 2026.
Caldwell Sutter Capital left its Sun Communities share count unchanged in Q1 2026.
Sun Communities made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #831 holding.
Caldwell Sutter Capital first reported a position in Sun Communities in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Sun Communities position peaked at $845 in Q1 2023.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.