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Capital Analysts LLC’s Sun Communities SUI Stock Holding History

Capital Analysts LLC’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 		$29K Buy
229
+93
+68% +$12K ﹤0.01% 1047
2025
Q4 		$17K Sell
136
-1
-0.7% -$125 ﹤0.01% 1142
2025
Q3 		$18K Buy
137
+18
+15% +$2.27K ﹤0.01% 1099
2025
Q2 		$15K Buy
119
+3
+3% +$372 ﹤0.01% 1079
2025
Q1 		$15K Hold
116
– – ﹤0.01% 1056
2024
Q4 		$14K Buy
116
+2
+2% +$256 ﹤0.01% 1009
2024
Q3 		$15K Sell
114
-1
-0.9% -$131 ﹤0.01% 955
2024
Q2 		$14K Sell
115
-1
-0.9% -$119 ﹤0.01% 912
2024
Q1 		$15K Hold
116
– – ﹤0.01% 873
2023
Q4 		$16K Buy
+116
New +$14K ﹤0.01% 842

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

Capital Analysts LLC's SUI Position: Q1 2026 in Review

Capital Analysts LLC increased its Sun Communities (SUI) stake by 68% in Q1 2026, buying an estimated $12K and bringing the position to 229 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Capital Analysts LLC first reported a position in SUI in Q4 2023 and has held it in 10 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Capital Analysts LLC held 229 shares of Sun Communities worth $29K as of Q1 2026.
  • Capital Analysts LLC bought 93 Sun Communities shares in Q1 2026, an estimated $12K.
  • Sun Communities made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1047 holding.
  • Capital Analysts LLC first reported a position in Sun Communities in Q4 2023 and has held it in 10 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.