Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Sun Communities SUI Stock Holding History

Cambridge Investment Research Advisors’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 		$634K Sell
5,032
-15
-0.3% -$1.94K ﹤0.01% 2588
2025
Q4 		$625K Sell
5,047
-108
-2% -$13.5K ﹤0.01% 2507
2025
Q3 		$665K Buy
5,155
+149
+3% +$18.8K ﹤0.01% 2406
2025
Q2 		$633K Buy
5,006
+964
+24% +$120K ﹤0.01% 2332
2025
Q1 		$520K Buy
4,042
+365
+10% +$46.7K ﹤0.01% 2401
2024
Q4 		$452K Buy
3,677
+673
+22% +$86.2K ﹤0.01% 2510
2024
Q3 		$406K Buy
3,004
+36
+1% +$4.73K ﹤0.01% 2579
2024
Q2 		$357K Sell
2,968
-60
-2% -$7.13K ﹤0.01% 2570
2024
Q1 		$389K Buy
3,028
+1
+0% +$130 ﹤0.01% 2493
2023
Q4 		$405K Sell
3,027
-392
-11% -$47.2K ﹤0.01% 2363
2023
Q3 		$405K Buy
3,419
+19
+0.6% +$2.41K ﹤0.01% 2258
2023
Q2 		$444K Sell
3,400
-33
-1% -$4.41K ﹤0.01% 2222
2023
Q1 		$484K Sell
3,433
-26
-0.8% -$3.8K ﹤0.01% 2101
2022
Q4 		$495K Buy
3,459
+89
+3% +$12.2K ﹤0.01% 2021
2022
Q3 		$456K Buy
3,370
+59
+2% +$9.33K ﹤0.01% 2010
2022
Q2 		$528K Sell
3,311
-6
-0.2% -$1.01K ﹤0.01% 1918
2022
Q1 		$582K Sell
3,317
-4
-0.1% -$743 ﹤0.01% 1986
2021
Q4 		$697K Buy
3,321
+43
+1% +$8.47K ﹤0.01% 1837
2021
Q3 		$607K Buy
3,278
+201
+7% +$38.8K ﹤0.01% 1902
2021
Q2 		$527K Buy
3,077
+16
+0.5% +$2.65K ﹤0.01% 2014
2021
Q1 		$459K Buy
3,061
+37
+1% +$5.46K ﹤0.01% 1959
2020
Q4 		$459K Sell
3,024
-78
-3% -$11.3K ﹤0.01% 1826
2020
Q3 		$436K Buy
3,102
+8
+0.3% +$1.15K ﹤0.01% 1693
2020
Q2 		$420K Sell
3,094
-518
-14% -$68.8K ﹤0.01% 1660
2020
Q1 		$451K Buy
3,612
+11
+0.3% +$1.66K ﹤0.01% 1424
2019
Q4 		$540K Sell
3,601
-527
-13% -$82.1K ﹤0.01% 1531
2019
Q3 		$613K Buy
4,128
+244
+6% +$34.5K 0.01% 1365
2019
Q2 		$498K Buy
3,884
+35
+0.9% +$4.35K ﹤0.01% 1428
2019
Q1 		$456K Buy
3,849
+12
+0.3% +$1.33K ﹤0.01% 1546
2018
Q4 		$390K Sell
3,837
-56
-1% -$5.71K ﹤0.01% 1470
2018
Q3 		$395K Sell
3,893
-296
-7% -$29.6K ﹤0.01% 1599
2018
Q2 		$410K Buy
4,189
+18
+0.4% +$1.69K ﹤0.01% 1516
2018
Q1 		$381K Buy
4,171
+51
+1% +$4.5K ﹤0.01% 1504
2017
Q4 		$382K Sell
4,120
-2,339
-36% -$214K ﹤0.01% 1477
2017
Q3 		$553K Buy
6,459
+34
+0.5% +$3.01K 0.01% 1209
2017
Q2 		$563K Sell
6,425
-3
-0% -$257 0.01% 1127
2017
Q1 		$516K Sell
6,428
-204
-3% -$16.3K 0.01% 1051
2016
Q4 		$508K Buy
6,632
+49
+0.7% +$3.66K 0.01% 1000
2016
Q3 		$517K Buy
6,583
+10
+0.2% +$776 0.01% 1015
2016
Q2 		$504K Sell
6,573
-36
-0.5% -$2.54K 0.01% 931
2016
Q1 		$473K Buy
6,609
+288
+5% +$19.4K 0.01% 928
2015
Q4 		$433K Buy
6,321
+326
+5% +$22K 0.01% 913
2015
Q3 		$406K Buy
+5,995
New +$399K 0.01% 871
2014
Q1 		– Sell
-7,692
Closed -$328K – 1337
2013
Q4 		$328K Sell
7,692
-147
-2% -$6.25K 0.01% 836
2013
Q3 		$334K Buy
+7,839
New +$370K 0.01% 791

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

Cambridge Investment Research Advisors's SUI Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Sun Communities (SUI) stake by 0.3% in Q1 2026, selling an estimated $1.94K and leaving 5,032 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Cambridge Investment Research Advisors first reported a position in SUI in Q3 2013 and has held it in 45 quarters since. The position peaked at $697K in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Cambridge Investment Research Advisors held 5,032 shares of Sun Communities worth $634K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 15 Sun Communities shares in Q1 2026, an estimated $1.94K.
  • Sun Communities made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2588 holding.
  • Cambridge Investment Research Advisors first reported a position in Sun Communities in Q3 2013 and has held it in 45 quarters since.
  • Cambridge Investment Research Advisors's Sun Communities position peaked at $697K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.