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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
Q2 		$1.31M Buy
10,858
+2,223
+26% +$278K 0.12% 158
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

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

Naviter Wealth's SUI Position: Q2 2026 in Review

Naviter Wealth increased its Sun Communities (SUI) stake by 26% in Q2 2026, buying an estimated $278K and bringing the position to 10,858 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #158.

Naviter Wealth first reported a position in SUI in Q3 2022 and has held it in 16 quarters since. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Naviter Wealth held 10,858 shares of Sun Communities worth $1.31M as of Q2 2026.
  • Naviter Wealth bought 2,223 Sun Communities shares in Q2 2026, an estimated $278K.
  • Sun Communities made up 0.12% of Naviter Wealth's portfolio in Q2 2026, its #158 holding.
  • Naviter Wealth first reported a position in Sun Communities in Q3 2022 and has held it in 16 quarters since.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.