Nixon Peabody Trust’s Sun Communities SUI Stock Holding History

Nixon Peabody Trust’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	$220K	Sell	1,750 -250	-13%	-$32.3K	0.02%	156
2025 Q4	$248K	Hold	2,000	–	–	0.02%	144
2025 Q3	$258K	Hold	2,000	–	–	0.02%	138
2025 Q2	$253K	Hold	2,000	–	–	0.02%	142
2025 Q1	$257K	Sell	2,000 -700	-26%	-$89.5K	0.02%	138
2024 Q4	$332K	Hold	2,700	–	–	0.03%	118
2024 Q3	$365K	Hold	2,700	–	–	0.03%	110
2024 Q2	$325K	Hold	2,700	–	–	0.03%	109
2024 Q1	$347K	Hold	2,700	–	–	0.03%	103
2023 Q4	$361K	Hold	2,700	–	–	0.04%	99
2023 Q3	$320K	Buy	+2,700	New	+$343K	0.27%	63

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nixon Peabody Trust's SUI Position: Q1 2026 in Review

Nixon Peabody Trust reduced its Sun Communities (SUI) stake by 13% in Q1 2026, selling an estimated $32.3K and leaving 1,750 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #156.

Nixon Peabody Trust first reported a position in SUI in Q3 2023 and has held it in 11 quarters since. The position peaked at $365K in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Nixon Peabody Trust held 1,750 shares of Sun Communities worth $220K as of Q1 2026.
Nixon Peabody Trust sold 250 Sun Communities shares in Q1 2026, an estimated $32.3K.
Sun Communities made up 0.02% of Nixon Peabody Trust's portfolio in Q1 2026, its #156 holding.
Nixon Peabody Trust first reported a position in Sun Communities in Q3 2023 and has held it in 11 quarters since.
Nixon Peabody Trust's Sun Communities position peaked at $365K in Q3 2024.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Nixon Peabody Trust's 13F filing for Q1 2026, filed 27 Apr 2026.