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Sanctuary Advisors’s Sun Communities SUI Stock Holding History

Sanctuary Advisors’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
10,902
+2,630
+32% +$329K 0.01% 1296
2026
Q1 		$1.04M Sell
8,272
-302
-4% -$39K 0.01% 1310
2025
Q4 		$1.06M Sell
8,574
-609
-7% -$76.2K 0.01% 1289
2025
Q3 		$1.18M Buy
9,183
+1,000
+12% +$126K 0.01% 1191
2025
Q2 		$1.04M Buy
8,183
+989
+14% +$123K 0.01% 1197
2025
Q1 		$925K Buy
7,194
+5,106
+245% +$653K 0.01% 1169
2024
Q4 		$263K Buy
2,088
+180
+9% +$23K ﹤0.01% 2084
2024
Q3 		$243K Sell
1,908
-998
-34% -$131K ﹤0.01% 2128
2024
Q2 		$346K Buy
+2,906
New +$345K ﹤0.01% 1875

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanctuary Advisors's SUI Position: Q2 2026 in Review

Sanctuary Advisors increased its Sun Communities (SUI) stake by 32% in Q2 2026, buying an estimated $329K and bringing the position to 10,902 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1296.

Sanctuary Advisors first reported a position in SUI in Q2 2024 and has held it in 9 quarters since. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Sanctuary Advisors held 10,902 shares of Sun Communities worth $1.31M as of Q2 2026.
  • Sanctuary Advisors bought 2,630 Sun Communities shares in Q2 2026, an estimated $329K.
  • Sun Communities made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1296 holding.
  • Sanctuary Advisors first reported a position in Sun Communities in Q2 2024 and has held it in 9 quarters since.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.