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Everence Capital Management’s Sun Communities SUI Stock Holding History

Everence Capital Management’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 		$483K Sell
3,837
-600
-14% -$77.5K 0.03% 387
2025
Q4 		$550K Hold
4,437
– – 0.03% 361
2025
Q3 		$572K Buy
+4,437
New +$561K 0.03% 353

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

Everence Capital Management's SUI Position: Q1 2026 in Review

Everence Capital Management reduced its Sun Communities (SUI) stake by 14% in Q1 2026, selling an estimated $77.5K and leaving 3,837 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #387.

Everence Capital Management first reported a position in SUI in Q3 2025 and has held it in 3 quarters since. The position peaked at $572K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Everence Capital Management held 3,837 shares of Sun Communities worth $483K as of Q1 2026.
  • Everence Capital Management sold 600 Sun Communities shares in Q1 2026, an estimated $77.5K.
  • Sun Communities made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #387 holding.
  • Everence Capital Management first reported a position in Sun Communities in Q3 2025 and has held it in 3 quarters since.
  • Everence Capital Management's Sun Communities position peaked at $572K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.