Corient Private Wealth
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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
Q1 		$11.9M Sell
95,035
-92,035
-49% -$11.9M 0.02% 564
2025
Q4 		$23.2M Buy
187,070
+97,030
+108% +$12.1M 0.02% 530
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

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

Corient Private Wealth's SUI Position: Q1 2026 in Review

Corient Private Wealth reduced its Sun Communities (SUI) stake by 49% in Q1 2026, selling an estimated $11.9M and leaving 95,035 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #564.

Corient Private Wealth first reported a position in SUI in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.2M in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Corient Private Wealth held 95,035 shares of Sun Communities worth $11.9M as of Q1 2026.
  • Corient Private Wealth sold 92,035 Sun Communities shares in Q1 2026, an estimated $11.9M.
  • Sun Communities made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #564 holding.
  • Corient Private Wealth first reported a position in Sun Communities in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Sun Communities position peaked at $23.2M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.