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Cresset Asset Management’s Sun Communities SUI Stock Holding History

Cresset Asset 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 		$542K Buy
+4,480
New +$560K ﹤0.01% 1128
2026
Q1 		– Sell
-4,363
Closed -$545K – 1780
2025
Q4 		$545K Buy
4,363
+13
+0.3% +$1.63K ﹤0.01% 1033
2025
Q3 		$566K Buy
4,350
+139
+3% +$17.6K ﹤0.01% 972
2025
Q2 		$537K Sell
4,211
-84
-2% -$10.4K ﹤0.01% 898
2025
Q1 		$556K Buy
4,295
+465
+12% +$59.5K ﹤0.01% 1010
2024
Q4 		$474K Buy
3,830
+461
+14% +$59K ﹤0.01% 1111
2024
Q3 		$458K Buy
3,369
+162
+5% +$21.3K ﹤0.01% 1570
2024
Q2 		$389K Sell
3,207
-641
-17% -$76.2K ﹤0.01% 1578
2024
Q1 		$498K Buy
3,848
+217
+6% +$28.2K ﹤0.01% 1339
2023
Q4 		$489K Sell
3,631
-873
-19% -$105K ﹤0.01% 1246
2023
Q3 		$537K Buy
4,504
+528
+13% +$67K ﹤0.01% 1143
2023
Q2 		$522K Buy
+3,976
New +$532K ﹤0.01% 1259
2022
Q1 		– Sell
-1,011
Closed -$213K – 1131
2021
Q4 		$213K Sell
1,011
-1,457
-59% -$287K ﹤0.01% 1017
2021
Q3 		$459K Buy
2,468
+173
+8% +$33.4K 0.01% 660
2021
Q2 		$396K Sell
2,295
-681
-23% -$113K 0.01% 646
2021
Q1 		$449K Buy
2,976
+608
+26% +$89.8K 0.01% 514
2020
Q4 		$362K Buy
2,368
+247
+12% +$35.7K 0.01% 498
2020
Q3 		$300K Sell
2,121
-42
-2% -$6.02K 0.01% 513
2020
Q2 		$295K Buy
2,163
+81
+4% +$10.8K 0.01% 469
2020
Q1 		$262K Sell
2,082
-272
-12% -$41.1K 0.01% 437
2019
Q4 		$355K Buy
2,354
+43
+2% +$6.7K 0.01% 375
2019
Q3 		$345K Buy
2,311
+178
+8% +$25.1K 0.01% 345
2019
Q2 		$275K Buy
2,133
+190
+10% +$23.6K 0.01% 357
2019
Q1 		$232K Buy
1,943
+1,023
+111% +$114K 0.01% 338
2018
Q4 		$94K Buy
+920
New +$93.7K 0.01% 340

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cresset Asset Management's SUI Position: Q2 2026 in Review

Cresset Asset Management opened a new position in Sun Communities (SUI) in Q2 2026: 4,480 shares worth $542K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in SUI as recently as Q4 2025.

Cresset Asset Management first reported a position in SUI in Q4 2018 and has held it in 25 quarters since. The position peaked at $566K in Q3 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Cresset Asset Management held 4,480 shares of Sun Communities worth $542K as of Q2 2026.
  • Sun Communities was a new Cresset Asset Management position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1128 holding.
  • Cresset Asset Management first reported a position in Sun Communities in Q4 2018 and has held it in 25 quarters since.
  • Cresset Asset Management's Sun Communities position peaked at $566K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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