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CVA Family Office’s Sun Communities SUI Stock Holding History

CVA Family Office’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 		$5.67K Sell
45
-25
-36% -$3.23K ﹤0.01% 1185
2025
Q4 		$8.67K Buy
70
+29
+71% +$3.63K ﹤0.01% 822
2025
Q3 		$5.29K Hold
41
– – ﹤0.01% 891
2025
Q2 		$5.19K Sell
41
-30
-42% -$3.72K ﹤0.01% 887
2025
Q1 		$9.13K Buy
71
+16
+29% +$2.05K ﹤0.01% 810
2024
Q4 		$6.76K Buy
55
+18
+49% +$2.3K ﹤0.01% 845
2024
Q3 		$5K Sell
37
-4
-10% -$526 ﹤0.01% 846
2024
Q2 		$4.93K Buy
41
+4
+11% +$475 ﹤0.01% 833
2024
Q1 		$4.76K Hold
37
– – ﹤0.01% 837
2023
Q4 		$4.95K Buy
+37
New +$4.46K ﹤0.01% 818
2023
Q3 		– Sell
-37
Closed -$4.83K – 854
2023
Q2 		$4.83K Buy
37
+32
+640% +$4.28K ﹤0.01% 816
2023
Q1 		$704 Sell
5
-100
-95% -$14.6K ﹤0.01% 927
2022
Q4 		$15K Sell
105
-130
-55% -$17.8K ﹤0.01% 610
2022
Q3 		$32K Buy
235
+200
+571% +$31.6K 0.01% 455
2022
Q2 		$6K Buy
35
+15
+75% +$2.52K ﹤0.01% 729
2022
Q1 		$4K Hold
20
– – ﹤0.01% 811
2021
Q4 		$4K Buy
+20
New +$3.94K ﹤0.01% 786
2021
Q3 		– Sell
-20
Closed -$3K – 819
2021
Q2 		$3K Hold
20
– – ﹤0.01% 851
2021
Q1 		$3K Buy
+20
New +$2.95K ﹤0.01% 688

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

CVA Family Office's SUI Position: Q1 2026 in Review

CVA Family Office reduced its Sun Communities (SUI) stake by 36% in Q1 2026, selling an estimated $3.23K and leaving 45 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

CVA Family Office first reported a position in SUI in Q1 2021 and has held it in 19 quarters since. The position peaked at $32K in Q3 2022. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • CVA Family Office held 45 shares of Sun Communities worth $5.67K as of Q1 2026.
  • CVA Family Office sold 25 Sun Communities shares in Q1 2026, an estimated $3.23K.
  • Sun Communities made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1185 holding.
  • CVA Family Office first reported a position in Sun Communities in Q1 2021 and has held it in 19 quarters since.
  • CVA Family Office's Sun Communities position peaked at $32K in Q3 2022.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.