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
Q2 		$396K Sell
3,306
-707
-18% -$88.4K ﹤0.01% 2351
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

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

CAPTRUST Financial Advisors's SUI Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Sun Communities (SUI) stake by 18% in Q2 2026, selling an estimated $88.4K and leaving 3,306 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

CAPTRUST Financial Advisors first reported a position in SUI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.46M in Q4 2023. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • CAPTRUST Financial Advisors held 3,306 shares of Sun Communities worth $396K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 707 Sun Communities shares in Q2 2026, an estimated $88.4K.
  • Sun Communities made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2351 holding.
  • CAPTRUST Financial Advisors first reported a position in Sun Communities in Q3 2022 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Sun Communities position peaked at $1.46M in Q4 2023.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.