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 Q2	$4.44K	Sell	37 -8	-18%	-$1K	﹤0.01%	1311
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CVA Family Office's SUI Position: Q2 2026 in Review

CVA Family Office reduced its Sun Communities (SUI) stake by 18% in Q2 2026, selling an estimated $1K and leaving 37 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

CVA Family Office first reported a position in SUI in Q1 2021 and has held it in 20 quarters since. The position peaked at $32K in Q3 2022. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

CVA Family Office held 37 shares of Sun Communities worth $4.44K as of Q2 2026.
CVA Family Office sold 8 Sun Communities shares in Q2 2026, an estimated $1K.
Sun Communities made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1311 holding.
CVA Family Office first reported a position in Sun Communities in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's Sun Communities position peaked at $32K in Q3 2022.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.