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Cetera Trust Company’s Sun Communities SUI Stock Holding History

Cetera Trust Company’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 		$213K Hold
1,775
– – 0.11% 165
2026
Q1 		$224K Sell
1,775
-190
-10% -$24.6K 0.13% 149
2025
Q4 		$243K Buy
1,965
+50
+3% +$6.26K 0.13% 147
2025
Q3 		$247K Hold
1,915
– – 0.14% 142
2025
Q2 		$242K Buy
1,915
+50
+3% +$6.2K 0.14% 146
2025
Q1 		$240K Hold
1,865
– – 0.15% 141
2024
Q4 		$229K Buy
1,865
+105
+6% +$13.4K 0.15% 151
2024
Q3 		$238K Sell
1,760
-25
-1% -$3.29K 0.15% 149
2024
Q2 		$215K Hold
1,785
– – 0.13% 145
2024
Q1 		$230K Buy
1,785
+100
+6% +$13K 0.14% 141
2023
Q4 		$225K Buy
+1,685
New +$203K 0.14% 136

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Trust Company's SUI Position: Q2 2026 in Review

Cetera Trust Company held its Sun Communities (SUI) position steady in Q2 2026 at 1,775 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #165.

Cetera Trust Company first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $247K in Q3 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Cetera Trust Company held 1,775 shares of Sun Communities worth $213K as of Q2 2026.
  • Cetera Trust Company left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up 0.11% of Cetera Trust Company's portfolio in Q2 2026, its #165 holding.
  • Cetera Trust Company first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Sun Communities position peaked at $247K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.