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Clearstead Trust’s Sun Communities SUI Stock Holding History

Clearstead Trust’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 		$16.5K Buy
138
+114
+475% +$14.3K ﹤0.01% 505
2026
Q1 		$3.02K Sell
24
-28
-54% -$3.62K ﹤0.01% 836
2025
Q4 		$6.44K Sell
52
-17
-25% -$2.13K ﹤0.01% 700
2025
Q3 		$8.9K Sell
69
-7
-9% -$885 ﹤0.01% 612
2025
Q2 		$9.61K Buy
76
+30
+65% +$3.72K ﹤0.01% 601
2025
Q1 		$5.92K Buy
+46
New +$5.88K ﹤0.01% 563
2023
Q4 		– Sell
-88
Closed -$10.4K – 468
2023
Q3 		$10.4K Buy
+88
New +$11.2K ﹤0.01% 342

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

Clearstead Trust's SUI Position: Q2 2026 in Review

Clearstead Trust increased its Sun Communities (SUI) stake by 475% in Q2 2026, buying an estimated $14.3K and bringing the position to 138 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Clearstead Trust first reported a position in SUI in Q3 2023 and has held it in 7 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Clearstead Trust held 138 shares of Sun Communities worth $16.5K as of Q2 2026.
  • Clearstead Trust bought 114 Sun Communities shares in Q2 2026, an estimated $14.3K.
  • Sun Communities made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #505 holding.
  • Clearstead Trust first reported a position in Sun Communities in Q3 2023 and has held it in 7 quarters since.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.