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 Q2	–	Sell	-2,082	Closed	-$262K	–	1300
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coldstream Capital Management's SUI Position: Q2 2026 in Review

Coldstream Capital Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 2,082 shares — an estimated $262K sold.

Coldstream Capital Management first reported a position in SUI in Q4 2021 and held it in 3 quarters. The position peaked at $262K in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Coldstream Capital Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Coldstream Capital Management sold 2,082 Sun Communities shares in Q2 2026, an estimated $262K.
Coldstream Capital Management first reported a position in Sun Communities in Q4 2021 and held it in 3 quarters.
Coldstream Capital Management's Sun Communities position peaked at $262K in Q1 2026.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.