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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
Q2 		$18K Sell
151
-78
-34% -$9.76K ﹤0.01% 1186
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Analysts LLC's SUI Position: Q2 2026 in Review

Capital Analysts LLC reduced its Sun Communities (SUI) stake by 34% in Q2 2026, selling an estimated $9.76K and leaving 151 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Capital Analysts LLC first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $29K in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Capital Analysts LLC held 151 shares of Sun Communities worth $18K as of Q2 2026.
  • Capital Analysts LLC sold 78 Sun Communities shares in Q2 2026, an estimated $9.76K.
  • Sun Communities made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1186 holding.
  • Capital Analysts LLC first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
  • Capital Analysts LLC's Sun Communities position peaked at $29K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.