Cetera Investment Advisers
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Cetera Investment Advisers’s Sun Communities SUI Stock Holding History

Cetera Investment Advisers’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 		$1.34M Buy
10,629
+199
+2% +$25.7K ﹤0.01% 2644
2025
Q4 		$1.29M Sell
10,430
-150
-1% -$18.8K ﹤0.01% 2614
2025
Q3 		$1.36M Buy
10,580
+5,844
+123% +$739K ﹤0.01% 2509
2025
Q2 		$599K Sell
4,736
-1,100
-19% -$136K ﹤0.01% 2817
2025
Q1 		$751K Sell
5,836
-435
-7% -$55.6K ﹤0.01% 2504
2024
Q4 		$771K Sell
6,271
-273
-4% -$34.9K ﹤0.01% 2350
2024
Q3 		$884K Sell
6,544
-1,165
-15% -$153K ﹤0.01% 2209
2024
Q2 		$928K Sell
7,709
-2,180
-22% -$259K ﹤0.01% 2129
2024
Q1 		$1.27M Buy
9,889
+5,880
+147% +$763K ﹤0.01% 1889
2023
Q4 		$536K Sell
4,009
-387
-9% -$46.6K ﹤0.01% 1452
2023
Q3 		$520K Buy
4,396
+59
+1% +$7.49K ﹤0.01% 1394
2023
Q2 		$566K Sell
4,337
-460
-10% -$61.5K ﹤0.01% 1382
2023
Q1 		$676K Buy
4,797
+314
+7% +$45.9K 0.01% 1246
2022
Q4 		$641K Buy
4,483
+989
+28% +$135K 0.01% 1239
2022
Q3 		$473K Sell
3,494
-42
-1% -$6.64K 0.01% 1006
2022
Q2 		$563K Buy
3,536
+83
+2% +$13.9K 0.01% 1030
2022
Q1 		$605K Buy
3,453
+64
+2% +$11.9K 0.01% 1051
2021
Q4 		$712K Buy
3,389
+20
+0.6% +$3.94K 0.01% 972
2021
Q3 		$624K Buy
3,369
+158
+5% +$30.5K 0.01% 1010
2021
Q2 		$550K Buy
3,211
+1,746
+119% +$289K 0.01% 1073
2021
Q1 		$220K Sell
1,465
-1,666
-53% -$246K ﹤0.01% 1421
2020
Q4 		$476K Buy
+3,131
New +$453K 0.01% 981

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

Cetera Investment Advisers's SUI Position: Q1 2026 in Review

Cetera Investment Advisers increased its Sun Communities (SUI) stake by 1.9% in Q1 2026, buying an estimated $25.7K and bringing the position to 10,629 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Cetera Investment Advisers first reported a position in SUI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.36M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Cetera Investment Advisers held 10,629 shares of Sun Communities worth $1.34M as of Q1 2026.
  • Cetera Investment Advisers bought 199 Sun Communities shares in Q1 2026, an estimated $25.7K.
  • Sun Communities made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2644 holding.
  • Cetera Investment Advisers first reported a position in Sun Communities in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Sun Communities position peaked at $1.36M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.