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WELLINGTON-ALTUS USA INC.’s Sun Communities SUI Stock Holding History

WELLINGTON-ALTUS USA 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
Q2 		$26.5K Hold
210
– – 0.02% 444
2026
Q1 		$25.2K Sell
210
-17
-7% -$2.2K 0.01% 474
2025
Q4 		$28.1K Buy
+227
New +$28.4K 0.02% 410

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s SUI Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Sun Communities (SUI) position steady in Q2 2026 at 210 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #444.

WELLINGTON-ALTUS USA INC. first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.1K in Q4 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 210 shares of Sun Communities worth $26.5K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up 0.02% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #444 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Sun Communities position peaked at $28.1K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.