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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
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

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 Trust Company's SUI Position: Q1 2026 in Review

Cetera Trust Company reduced its Sun Communities (SUI) stake by 9.7% in Q1 2026, selling an estimated $24.6K and leaving 1,775 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #149.

Cetera Trust Company first reported a position in SUI in Q4 2023 and has held it in 10 quarters since. The position peaked at $247K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Cetera Trust Company held 1,775 shares of Sun Communities worth $224K as of Q1 2026.
  • Cetera Trust Company sold 190 Sun Communities shares in Q1 2026, an estimated $24.6K.
  • Sun Communities made up 0.13% of Cetera Trust Company's portfolio in Q1 2026, its #149 holding.
  • Cetera Trust Company first reported a position in Sun Communities in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Sun Communities position peaked at $247K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.