Callan Family Office’s Sun Communities SUI Stock Holding History

Callan Family Office’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	–	Sell	-2,324	Closed	-$293K	–	1255
2026 Q1	$293K	Sell	2,324 -176	-7%	-$22.7K	0.01%	941
2025 Q4	$310K	Buy	+2,500	New	+$313K	0.01%	922

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

Callan Family Office's SUI Position: Q2 2026 in Review

Callan Family Office sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 2,324 shares — an estimated $293K sold.

Callan Family Office first reported a position in SUI in Q4 2025 and held it in 2 quarters. The position peaked at $310K in Q4 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Callan Family Office reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Callan Family Office sold 2,324 Sun Communities shares in Q2 2026, an estimated $293K.
Callan Family Office first reported a position in Sun Communities in Q4 2025 and held it in 2 quarters.
Callan Family Office's Sun Communities position peaked at $310K in Q4 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.