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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
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

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

Sanctuary Advisors's SUI Position: Q1 2026 in Review

Sanctuary Advisors reduced its Sun Communities (SUI) stake by 3.5% in Q1 2026, selling an estimated $39K and leaving 8,272 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1310.

Sanctuary Advisors first reported a position in SUI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Sanctuary Advisors held 8,272 shares of Sun Communities worth $1.04M as of Q1 2026.
  • Sanctuary Advisors sold 302 Sun Communities shares in Q1 2026, an estimated $39K.
  • Sun Communities made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1310 holding.
  • Sanctuary Advisors first reported a position in Sun Communities in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Sun Communities position peaked at $1.18M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.