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Naviter Wealth’s Sun Communities SUI Stock Holding History

Naviter Wealth’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 		$1.1M Buy
8,635
+868
+11% +$112K 0.14% 150
2025
Q4 		$971K Sell
7,767
-791
-9% -$99K 0.13% 159
2025
Q3 		$1.11M Buy
8,558
+426
+5% +$53.8K 0.13% 161
2025
Q2 		$1.04M Buy
8,132
+870
+12% +$108K 0.13% 165
2025
Q1 		$946K Buy
7,262
+301
+4% +$38.5K 0.11% 176
2024
Q4 		$863K Sell
6,961
-1,975
-22% -$253K 0.1% 180
2024
Q3 		$1.22M Buy
8,936
+221
+3% +$29.1K 0.17% 148
2024
Q2 		$1.06M Sell
8,715
-455
-5% -$54.1K 0.16% 154
2024
Q1 		$1.19M Buy
9,170
+583
+7% +$75.7K 0.19% 140
2023
Q4 		$1.16M Buy
8,587
+980
+13% +$118K 0.23% 116
2023
Q3 		$907K Buy
7,607
+1,457
+24% +$185K 0.22% 117
2023
Q2 		$808K Buy
6,150
+624
+11% +$83.5K 0.21% 128
2023
Q1 		$784K Buy
5,526
+1,020
+23% +$149K 0.27% 103
2022
Q4 		$677K Buy
4,506
+1,271
+39% +$174K 0.19% 126
2022
Q3 		$441K Buy
+3,235
New +$512K 0.18% 136

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

Naviter Wealth's SUI Position: Q1 2026 in Review

Naviter Wealth increased its Sun Communities (SUI) stake by 11% in Q1 2026, buying an estimated $112K and bringing the position to 8,635 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #150.

Naviter Wealth first reported a position in SUI in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Naviter Wealth held 8,635 shares of Sun Communities worth $1.1M as of Q1 2026.
  • Naviter Wealth bought 868 Sun Communities shares in Q1 2026, an estimated $112K.
  • Sun Communities made up 0.14% of Naviter Wealth's portfolio in Q1 2026, its #150 holding.
  • Naviter Wealth first reported a position in Sun Communities in Q3 2022 and has held it in 15 quarters since.
  • Naviter Wealth's Sun Communities position peaked at $1.22M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.