Choreo LLC’s Sun Communities SUI Stock Holding History

Choreo LLC’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	$708K	Buy	5,566 +866	+18%	+$112K	0.01%	775
2025 Q4	$590K	Sell	4,700 -583	-11%	-$73K	0.01%	845
2025 Q3	$688K	Buy	5,283 +264	+5%	+$33.4K	0.01%	777
2025 Q2	$642K	Sell	5,019 -358	-7%	-$44.4K	0.01%	763
2025 Q1	$698K	Sell	5,377 -364	-6%	-$46.5K	0.01%	682
2024 Q4	$705K	Buy	5,741 +1,553	+37%	+$199K	0.01%	718
2024 Q3	$565K	Sell	4,188 -4,140	-50%	-$544K	0.01%	838
2024 Q2	$989K	Buy	8,328 +3,586	+76%	+$426K	0.02%	532
2024 Q1	$610K	Sell	4,742 -24	-0.5%	-$3.12K	0.02%	388
2023 Q4	$641K	Buy	4,766 +804	+20%	+$96.8K	0.02%	344
2023 Q3	$473K	Buy	3,962 +62	+2%	+$7.87K	0.02%	296
2023 Q2	$512K	Buy	+3,900	New	+$522K	0.02%	288

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Choreo LLC's SUI Position: Q1 2026 in Review

Choreo LLC increased its Sun Communities (SUI) stake by 18% in Q1 2026, buying an estimated $112K and bringing the position to 5,566 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #775.

Choreo LLC first reported a position in SUI in Q2 2023 and has held it in 12 quarters since. The position peaked at $989K in Q2 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Choreo LLC held 5,566 shares of Sun Communities worth $708K as of Q1 2026.
Choreo LLC bought 866 Sun Communities shares in Q1 2026, an estimated $112K.
Sun Communities made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #775 holding.
Choreo LLC first reported a position in Sun Communities in Q2 2023 and has held it in 12 quarters since.
Choreo LLC's Sun Communities position peaked at $989K in Q2 2024.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.