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
Q3 		$485K Buy
4,380
+1,074
+32% +$128K ﹤0.01% 2253
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

CAPTRUST Financial Advisors's SUI Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Sun Communities (SUI) stake by 32% in Q3 2026, buying an estimated $128K and bringing the position to 4,380 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

CAPTRUST Financial Advisors first reported a position in SUI in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q4 2023. 342 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • CAPTRUST Financial Advisors held 4,380 shares of Sun Communities worth $485K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 1,074 Sun Communities shares in Q3 2026, an estimated $128K.
  • Sun Communities made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2253 holding.
  • CAPTRUST Financial Advisors first reported a position in Sun Communities in Q3 2022 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's Sun Communities position peaked at $1.46M in Q4 2023.
  • 342 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.