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CBIZ Investment Advisory Services’s Sun Communities SUI Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-15
Closed -$1.87K – 700
2025
Q4 		$1.87K Hold
15
– – ﹤0.01% 655
2025
Q3 		$1.95K Hold
15
– – ﹤0.01% 570
2025
Q2 		$1.91K Sell
15
-14
-48% -$1.74K ﹤0.01% 545
2025
Q1 		$3.76K Buy
29
+13
+81% +$1.66K ﹤0.01% 418
2024
Q4 		$1.98K Sell
16
-2
-11% -$256 ﹤0.01% 386
2024
Q3 		$2.45K Buy
+18
New +$2.37K ﹤0.01% 329

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

CBIZ Investment Advisory Services's SUI Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 15 shares — an estimated $1.87K sold.

CBIZ Investment Advisory Services first reported a position in SUI in Q3 2024 and held it in 6 quarters. The position peaked at $3.76K in Q1 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 15 Sun Communities shares in Q1 2026, an estimated $1.87K.
  • CBIZ Investment Advisory Services first reported a position in Sun Communities in Q3 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's Sun Communities position peaked at $3.76K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.