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CoreCap Advisors’s Sun Communities SUI Stock Holding History

CoreCap Advisors’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 		$258K Hold
2,153
– – 0.01% 761
2026
Q1 		$271K Sell
2,153
-75
-3% -$9.69K 0.01% 697
2025
Q4 		$276K Buy
2,228
+82
+4% +$10.3K 0.01% 677
2025
Q3 		$277K Hold
2,146
– – 0.01% 697
2025
Q2 		$271K Hold
2,146
– – 0.01% 658
2025
Q1 		$276K Sell
2,146
-117
-5% -$15K 0.01% 608
2024
Q4 		$278K Sell
2,263
-14
-0.6% -$1.79K 0.01% 611
2024
Q3 		$308K Buy
+2,277
New +$299K 0.01% 573
2024
Q2 		– Sell
-131
Closed -$16.8K – 2458
2024
Q1 		$16.8K Buy
+131
New +$17K ﹤0.01% 1559
2022
Q4 		$18.7K Buy
+131
New +$17.9K ﹤0.01% 1329
2022
Q3 		– Sell
-131
Closed -$21K – 1889
2022
Q2 		$21K Buy
+131
New +$22K ﹤0.01% 1228
2022
Q1 		– Sell
-134
Closed -$28K – 1892
2021
Q4 		$28K Buy
+134
New +$26.4K ﹤0.01% 1213

Other funds holding SUI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

CoreCap Advisors's SUI Position: Q2 2026 in Review

CoreCap Advisors held its Sun Communities (SUI) position steady in Q2 2026 at 2,153 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #761.

CoreCap Advisors first reported a position in SUI in Q4 2021 and has held it in 12 quarters since. The position peaked at $308K in Q3 2024. 47 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • CoreCap Advisors held 2,153 shares of Sun Communities worth $258K as of Q2 2026.
  • CoreCap Advisors left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #761 holding.
  • CoreCap Advisors first reported a position in Sun Communities in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Sun Communities position peaked at $308K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.