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Covestor’s Sun Communities SUI Stock Holding History

Covestor’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 		$5K Sell
42
-32
-43% -$4.13K ﹤0.01% 1831
2025
Q4 		$9K Sell
74
-264
-78% -$33K ﹤0.01% 1655
2025
Q3 		$44K Sell
338
-255
-43% -$32.2K 0.02% 968
2025
Q2 		$75K Buy
593
+516
+670% +$64K 0.04% 714
2025
Q1 		$10K Sell
77
-1
-1% -$128 0.01% 1518
2024
Q4 		$10K Buy
78
+1
+1% +$128 0.01% 1565
2024
Q3 		$10K Sell
77
-2
-3% -$263 0.01% 1583
2024
Q2 		$10K Sell
79
-553
-88% -$65.7K 0.01% 1566
2024
Q1 		$81K Sell
632
-3
-0.5% -$389 0.05% 660
2023
Q4 		$85K Buy
635
+64
+11% +$7.71K 0.06% 595
2023
Q3 		$68K Buy
571
+68
+14% +$8.63K 0.05% 629
2023
Q2 		$66K Buy
503
+103
+26% +$13.8K 0.05% 658
2023
Q1 		$56K Sell
400
-117
-23% -$17.1K 0.05% 665
2022
Q4 		$74K Sell
517
-33
-6% -$4.51K 0.06% 558
2022
Q3 		$75K Buy
550
+467
+563% +$73.9K 0.07% 518
2022
Q2 		$13K Hold
83
– – 0.01% 1127
2022
Q1 		$15K Buy
83
+35
+73% +$6.5K 0.01% 1163
2021
Q4 		$10K Buy
+48
New +$9.45K 0.01% 1027

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

Covestor's SUI Position: Q1 2026 in Review

Covestor reduced its Sun Communities (SUI) stake by 43% in Q1 2026, selling an estimated $4.13K and leaving 42 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Covestor first reported a position in SUI in Q4 2021 and has held it in 18 quarters since. The position peaked at $85K in Q4 2023. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Covestor held 42 shares of Sun Communities worth $5K as of Q1 2026.
  • Covestor sold 32 Sun Communities shares in Q1 2026, an estimated $4.13K.
  • Sun Communities made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1831 holding.
  • Covestor first reported a position in Sun Communities in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Sun Communities position peaked at $85K in Q4 2023.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.