Capital Advisors Ltd’s Sun Communities SUI Stock Holding History

Capital Advisors Ltd’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	$1K	Hold	12	–	–	﹤0.01%	1302
2026 Q1	$2K	Hold	12	–	–	﹤0.01%	1121
2025 Q4	$1K	Hold	12	–	–	﹤0.01%	1281
2025 Q3	$2K	Hold	12	–	–	﹤0.01%	1093
2025 Q2	$2K	Sell	12 -62	-84%	-$7.69K	﹤0.01%	1100
2025 Q1	$10K	Sell	74 -27	-27%	-$3.45K	﹤0.01%	777
2024 Q4	$12K	Buy	101 +57	+130%	+$7.3K	﹤0.01%	746
2024 Q3	$6K	Buy	44 +42	+2,100%	+$5.52K	﹤0.01%	898
2024 Q2	$0	Sell	2 -92	-98%	-$10.9K	﹤0.01%	1625
2024 Q1	$12K	Sell	94 -3	-3%	-$389	﹤0.01%	687
2023 Q4	$13K	Sell	97 -64	-40%	-$7.71K	﹤0.01%	655
2023 Q3	$19K	Buy	161 +48	+42%	+$6.09K	﹤0.01%	569
2023 Q2	$15K	Buy	+113	New	+$15.1K	﹤0.01%	616
2023 Q1	–	Sell	-113	Closed	–	–	1540
2022 Q4	$0	Buy	113 +95	+528%	+$13K	﹤0.01%	1622
2022 Q3	$2K	Buy	18 +9	+100%	+$1.42K	﹤0.01%	904
2022 Q2	$1K	Buy	+9	New	+$1.51K	﹤0.01%	891

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Capital Advisors Ltd's SUI Position: Q2 2026 in Review

Capital Advisors Ltd held its Sun Communities (SUI) position steady in Q2 2026 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Capital Advisors Ltd first reported a position in SUI in Q2 2022 and has held it in 16 quarters since. The position peaked at $19K in Q3 2023. 48 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Capital Advisors Ltd held 12 shares of Sun Communities worth $1K as of Q2 2026.
Capital Advisors Ltd left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1302 holding.
Capital Advisors Ltd first reported a position in Sun Communities in Q2 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's Sun Communities position peaked at $19K in Q3 2023.
48 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.