CX Institutional’s Sun Communities SUI Stock Holding History

CX Institutional’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	$4K	Sell	30 -107	-78%	-$13.4K	﹤0.01%	1400
2026 Q1	$17K	Buy	137 +108	+372%	+$14K	﹤0.01%	1168
2025 Q4	$4K	Hold	29	–	–	﹤0.01%	1303
2025 Q3	$4K	Hold	29	–	–	﹤0.01%	1281
2025 Q2	$4K	Hold	29	–	–	﹤0.01%	1121
2025 Q1	$4K	Buy	+29	New	+$3.71K	﹤0.01%	1094
2022 Q3	–	Sell	-29	Closed	-$5K	–	1053
2022 Q2	$5K	Buy	+29	New	+$4.87K	﹤0.01%	1039
2021 Q4	–	Sell	-29	Closed	-$5K	–	825
2021 Q3	$5K	Hold	29	–	–	﹤0.01%	870
2021 Q2	$5K	Hold	29	–	–	﹤0.01%	868
2021 Q1	$4K	Hold	29	–	–	﹤0.01%	804
2020 Q4	$4K	Hold	29	–	–	﹤0.01%	796
2020 Q3	$4K	Sell	29 -19	-40%	-$2.73K	﹤0.01%	773
2020 Q2	$7K	Buy	48 +19	+66%	+$2.52K	﹤0.01%	624
2020 Q1	$4K	Hold	29	–	–	﹤0.01%	589
2019 Q4	$4K	Hold	29	–	–	﹤0.01%	599
2019 Q3	$4K	Buy	29 +14	+93%	+$1.98K	﹤0.01%	636
2019 Q2	$2K	Buy	+15	New	+$1.86K	﹤0.01%	783

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 $3.37T AUM 44.26% 1-Year Est. Return

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

CX Institutional's SUI Position: Q2 2026 in Review

CX Institutional reduced its Sun Communities (SUI) stake by 78% in Q2 2026, selling an estimated $13.4K and leaving 30 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

CX Institutional first reported a position in SUI in Q2 2019 and has held it in 17 quarters since. The position peaked at $17K in Q1 2026. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

CX Institutional held 30 shares of Sun Communities worth $4K as of Q2 2026.
CX Institutional sold 107 Sun Communities shares in Q2 2026, an estimated $13.4K.
Sun Communities made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1400 holding.
CX Institutional first reported a position in Sun Communities in Q2 2019 and has held it in 17 quarters since.
CX Institutional's Sun Communities position peaked at $17K in Q1 2026.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.