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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
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

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

Cresset Asset Management's SUI Position: Q1 2026 in Review

Cresset Asset Management sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 4,363 shares — an estimated $545K sold.

Cresset Asset Management first reported a position in SUI in Q4 2018 and held it in 24 quarters. The position peaked at $566K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Cresset Asset Management reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Cresset Asset Management sold 4,363 Sun Communities shares in Q1 2026, an estimated $545K.
  • Cresset Asset Management first reported a position in Sun Communities in Q4 2018 and held it in 24 quarters.
  • Cresset Asset Management's Sun Communities position peaked at $566K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.