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Coldstream Capital Management’s Sun Communities SUI Stock Holding History

Coldstream Capital Management’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 		$262K Buy
+2,082
New +$269K ﹤0.01% 1003
2025
Q2 		– Sell
-1,523
Closed -$196K – 3095
2025
Q1 		$196K Buy
+1,523
New +$195K ﹤0.01% 1012
2022
Q1 		– Sell
-1,191
Closed -$250K – 857
2021
Q4 		$250K Buy
+1,191
New +$235K 0.01% 696

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

Coldstream Capital Management's SUI Position: Q1 2026 in Review

Coldstream Capital Management opened a new position in Sun Communities (SUI) in Q1 2026: 2,082 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in SUI as recently as Q1 2025.

Coldstream Capital Management first reported a position in SUI in Q4 2021 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Coldstream Capital Management held 2,082 shares of Sun Communities worth $262K as of Q1 2026.
  • Sun Communities was a new Coldstream Capital Management position in Q1 2026.
  • Sun Communities made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1003 holding.
  • Coldstream Capital Management first reported a position in Sun Communities in Q4 2021 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.