Cape Investment Advisory’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.1K Buy
+243
New +$30.4K 0.01% 633
2025
Q2
– Sell
-1
Closed -$129 – 1251
2025
Q1
$129 Hold
1
– – ﹤0.01% 1075
2024
Q4
$123 Buy
+1
New +$128 ﹤0.01% 1080

Other funds holding SUI

Cape Investment Advisory's SUI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Sun Communities (SUI) in Q2 2026: 243 shares worth $29.1K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SUI as recently as Q1 2025.

Cape Investment Advisory first reported a position in SUI in Q4 2024 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Cape Investment Advisory held 243 shares of Sun Communities worth $29.1K as of Q2 2026.
  • Sun Communities was a new Cape Investment Advisory position in Q2 2026.
  • Sun Communities made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #633 holding.
  • Cape Investment Advisory first reported a position in Sun Communities in Q4 2024 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.