EI
SUI icon

Ethic Inc’s Sun Communities SUI Stock Holding History

Ethic Inc’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 		$1.16M Buy
9,178
+1,202
+15% +$155K 0.02% 617
2025
Q4 		$988K Buy
7,976
+1,083
+16% +$136K 0.02% 653
2025
Q3 		$889K Sell
6,893
-1,600
-19% -$202K 0.01% 663
2025
Q2 		$1.08M Buy
8,493
+612
+8% +$75.9K 0.02% 599
2025
Q1 		$1.01M Buy
7,881
+535
+7% +$68.4K 0.02% 596
2024
Q4 		$903K Buy
7,346
+863
+13% +$110K 0.02% 628
2024
Q3 		$834K Buy
6,483
+369
+6% +$48.5K 0.02% 618
2024
Q2 		$736K Sell
6,114
-369
-6% -$43.8K 0.02% 654
2024
Q1 		$834K Buy
6,483
+365
+6% +$47.4K 0.02% 618
2023
Q4 		$818K Sell
6,118
-1,560
-20% -$188K 0.02% 594
2023
Q3 		$909K Sell
7,678
-678
-8% -$86.1K 0.03% 508
2023
Q2 		$1.09M Sell
8,356
-595
-7% -$79.6K 0.04% 430
2023
Q1 		$1.26M Buy
8,951
+2,408
+37% +$352K 0.05% 380
2022
Q4 		$936K Buy
6,543
+3,275
+100% +$447K 0.05% 390
2022
Q3 		$442K Buy
3,268
+770
+31% +$122K 0.03% 529
2022
Q2 		$398K Buy
2,498
+474
+23% +$79.5K 0.03% 546
2022
Q1 		$355K Buy
2,024
+473
+30% +$87.9K 0.02% 555
2021
Q4 		$326K Buy
1,551
+289
+23% +$56.9K 0.03% 512
2021
Q3 		$234K Buy
+1,262
New +$244K 0.02% 544

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

Ethic Inc's SUI Position: Q1 2026 in Review

Ethic Inc increased its Sun Communities (SUI) stake by 15% in Q1 2026, buying an estimated $155K and bringing the position to 9,178 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #617.

Ethic Inc first reported a position in SUI in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q1 2023. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Ethic Inc held 9,178 shares of Sun Communities worth $1.16M as of Q1 2026.
  • Ethic Inc bought 1,202 Sun Communities shares in Q1 2026, an estimated $155K.
  • Sun Communities made up 0.02% of Ethic Inc's portfolio in Q1 2026, its #617 holding.
  • Ethic Inc first reported a position in Sun Communities in Q3 2021 and has held it in 19 quarters since.
  • Ethic Inc's Sun Communities position peaked at $1.26M in Q1 2023.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.