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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
Q3 		$39K Buy
353
+323
+1,077% +$38.6K ﹤0.01% 1073
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

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CX Institutional's SUI Position: Q3 2026 in Review

CX Institutional increased its Sun Communities (SUI) stake by 1,077% in Q3 2026, buying an estimated $38.6K and bringing the position to 353 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

CX Institutional first reported a position in SUI in Q2 2019 and has held it in 18 quarters since. 16 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • CX Institutional held 353 shares of Sun Communities worth $39K as of Q3 2026.
  • CX Institutional bought 323 Sun Communities shares in Q3 2026, an estimated $38.6K.
  • Sun Communities made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1073 holding.
  • CX Institutional first reported a position in Sun Communities in Q2 2019 and has held it in 18 quarters since.
  • 16 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.