Corient Private Wealth
SUI icon

Corient Private Wealth’s Sun Communities SUI Stock Holding History

Corient Private Wealth’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 		$11.1M Sell
92,544
-2,491
-3% -$312K 0.02% 608
2026
Q1 		$11.9M Buy
95,035
+1,573
+2% +$203K 0.02% 564
2025
Q4 		$11.6M Buy
93,462
+3,422
+4% +$428K 0.02% 527
2025
Q3 		$11.6M Sell
90,040
-103
-0.1% -$13K 0.02% 497
2025
Q2 		$11.4M Sell
90,143
-2,627
-3% -$326K 0.02% 496
2025
Q1 		$11.9M Buy
92,770
+201
+0.2% +$25.7K 0.02% 483
2024
Q4 		$11.4M Sell
92,569
-502
-0.5% -$64.3K 0.02% 486
2024
Q3 		$12.6M Sell
93,071
-5,223
-5% -$687K 0.02% 508
2024
Q2 		$11.8M Sell
98,294
-19,502
-17% -$2.32M 0.02% 488
2024
Q1 		$15.1M Sell
117,796
-588
-0.5% -$76.3K 0.03% 442
2023
Q4 		$15.8M Buy
118,384
+300
+0.3% +$36.1K 0.03% 433
2023
Q3 		$14M Sell
118,084
-558
-0.5% -$70.8K 0.03% 419
2023
Q2 		$15.5M Buy
118,642
+4,694
+4% +$628K 0.04% 396
2023
Q1 		$16.1M Buy
113,948
+101,804
+838% +$14.9M 0.04% 356
2022
Q4 		$1.73M Buy
+12,144
New +$1.66M 0.01% 751

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

Corient Private Wealth's SUI Position: Q2 2026 in Review

Corient Private Wealth reduced its Sun Communities (SUI) stake by 2.6% in Q2 2026, selling an estimated $312K and leaving 92,544 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #608.

Corient Private Wealth first reported a position in SUI in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.1M in Q1 2023. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Corient Private Wealth held 92,544 shares of Sun Communities worth $11.1M as of Q2 2026.
  • Corient Private Wealth sold 2,491 Sun Communities shares in Q2 2026, an estimated $312K.
  • Sun Communities made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #608 holding.
  • Corient Private Wealth first reported a position in Sun Communities in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Sun Communities position peaked at $16.1M in Q1 2023.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.