CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Sun Communities SUI Stock Holding History

CAPTRUST Financial 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 		$505K Sell
4,013
-656
-14% -$84.8K ﹤0.01% 2029
2025
Q4 		$579K Buy
4,669
+1,179
+34% +$148K ﹤0.01% 1809
2025
Q3 		$450K Sell
3,490
-394
-10% -$49.8K ﹤0.01% 1889
2025
Q2 		$491K Buy
3,884
+145
+4% +$18K ﹤0.01% 1742
2025
Q1 		$481K Buy
3,739
+112
+3% +$14.3K ﹤0.01% 1666
2024
Q4 		$446K Buy
3,627
+128
+4% +$16.4K ﹤0.01% 1665
2024
Q3 		$473K Sell
3,499
-57
-2% -$7.5K ﹤0.01% 1602
2024
Q2 		$428K Sell
3,556
-4,758
-57% -$565K ﹤0.01% 1586
2024
Q1 		$1.07M Sell
8,314
-2,602
-24% -$338K ﹤0.01% 1086
2023
Q4 		$1.46M Buy
10,916
+2,892
+36% +$348K 0.01% 1062
2023
Q3 		$950K Sell
8,024
-738
-8% -$93.7K ﹤0.01% 1238
2023
Q2 		$1.14M Buy
8,762
+5,442
+164% +$728K ﹤0.01% 1130
2023
Q1 		$468K Sell
3,320
-45
-1% -$6.58K ﹤0.01% 1444
2022
Q4 		$481K Buy
3,365
+251
+8% +$34.3K ﹤0.01% 1359
2022
Q3 		$421K Buy
+3,114
New +$493K ﹤0.01% 1328

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

CAPTRUST Financial Advisors's SUI Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Sun Communities (SUI) stake by 14% in Q1 2026, selling an estimated $84.8K and leaving 4,013 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

CAPTRUST Financial Advisors first reported a position in SUI in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2023. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • CAPTRUST Financial Advisors held 4,013 shares of Sun Communities worth $505K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 656 Sun Communities shares in Q1 2026, an estimated $84.8K.
  • Sun Communities made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2029 holding.
  • CAPTRUST Financial Advisors first reported a position in Sun Communities in Q3 2022 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's Sun Communities position peaked at $1.46M in Q4 2023.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.