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 Q3	$197K	Hold	1,775	–	–	0.1%	166
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Cetera Trust Company's SUI Position: Q3 2026 in Review

Cetera Trust Company held its Sun Communities (SUI) position steady in Q3 2026 at 1,775 shares worth $197K. The position accounts for 0.1% of the portfolio, ranked #166.

Cetera Trust Company first reported a position in SUI in Q4 2023 and has held it in 12 quarters since. The position peaked at $247K in Q3 2025. 348 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Cetera Trust Company held 1,775 shares of Sun Communities worth $197K as of Q3 2026.
Cetera Trust Company left its Sun Communities share count unchanged in Q3 2026.
Sun Communities made up 0.1% of Cetera Trust Company's portfolio in Q3 2026, its #166 holding.
Cetera Trust Company first reported a position in Sun Communities in Q4 2023 and has held it in 12 quarters since.
Cetera Trust Company's Sun Communities position peaked at $247K in Q3 2025.
348 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.