Cerity Partners
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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
Q2 		$1.38M Sell
11,530
-12,058
-51% -$1.51M ﹤0.01% 1791
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cerity Partners's SUI Position: Q2 2026 in Review

Cerity Partners reduced its Sun Communities (SUI) stake by 51% in Q2 2026, selling an estimated $1.51M and leaving 11,530 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Cerity Partners first reported a position in SUI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.24M in Q3 2024. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Cerity Partners held 11,530 shares of Sun Communities worth $1.38M as of Q2 2026.
  • Cerity Partners sold 12,058 Sun Communities shares in Q2 2026, an estimated $1.51M.
  • Sun Communities made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1791 holding.
  • Cerity Partners first reported a position in Sun Communities in Q4 2022 and has held it in 14 quarters since.
  • Cerity Partners's Sun Communities position peaked at $4.24M in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.