Cerity Partners
SUI icon

Cerity Partners’s Sun Communities SUI Stock Holding History

Cerity Partners’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 		$2.97M Sell
23,588
-6,991
-23% -$903K ﹤0.01% 1262
2025
Q4 		$3.79M Buy
30,579
+241
+0.8% +$30.2K 0.01% 1053
2025
Q3 		$3.91M Buy
30,338
+3,688
+14% +$466K 0.01% 980
2025
Q2 		$3.37M Sell
26,650
-1,927
-7% -$239K 0.01% 988
2025
Q1 		$3.68M Buy
28,577
+1,211
+4% +$155K 0.01% 851
2024
Q4 		$3.66M Sell
27,366
-3,980
-13% -$509K 0.01% 839
2024
Q3 		$4.24M Buy
31,346
+11,305
+56% +$1.49M 0.01% 768
2024
Q2 		$2.41M Sell
20,041
-10,035
-33% -$1.19M 0.01% 837
2024
Q1 		$3.87M Buy
30,076
+26,380
+714% +$3.42M 0.01% 737
2023
Q4 		$494K Buy
+3,696
New +$445K ﹤0.01% 1280
2023
Q3 		– Sell
-2,985
Closed -$389K – 1689
2023
Q2 		$389K Sell
2,985
-386
-11% -$51.6K ﹤0.01% 1289
2023
Q1 		$475K Buy
3,371
+1,306
+63% +$191K ﹤0.01% 1313
2022
Q4 		$295K Buy
+2,065
New +$282K ﹤0.01% 1146

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

Cerity Partners's SUI Position: Q1 2026 in Review

Cerity Partners reduced its Sun Communities (SUI) stake by 23% in Q1 2026, selling an estimated $903K and leaving 23,588 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Cerity Partners first reported a position in SUI in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.24M in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Cerity Partners held 23,588 shares of Sun Communities worth $2.97M as of Q1 2026.
  • Cerity Partners sold 6,991 Sun Communities shares in Q1 2026, an estimated $903K.
  • Sun Communities made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1262 holding.
  • Cerity Partners first reported a position in Sun Communities in Q4 2022 and has held it in 13 quarters since.
  • Cerity Partners's Sun Communities position peaked at $4.24M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.