Summit Trail Advisors’s Sun Communities SUI Stock Holding History

Summit Trail 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	$1.35M	Buy	11,246 +2,090	+23%	+$261K	0.02%	849
2026 Q1	$1.15M	Sell	9,156 -249	-3%	-$32.2K	0.02%	870
2025 Q4	$1.18M	Sell	9,405 -736	-7%	-$92.1K	0.02%	727
2025 Q3	$1.31M	Buy	10,141 +1,770	+21%	+$224K	0.02%	678
2025 Q2	$1.06M	Buy	+8,371	New	+$1.04M	0.02%	454
2018 Q1	–	Sell	-147	Closed	-$13K	–	1505
2017 Q4	$13K	Buy	+147	New	+$13.5K	﹤0.01%	1158

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Summit Trail Advisors's SUI Position: Q2 2026 in Review

Summit Trail Advisors increased its Sun Communities (SUI) stake by 23% in Q2 2026, buying an estimated $261K and bringing the position to 11,246 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #849.

Summit Trail Advisors first reported a position in SUI in Q4 2017 and has held it in 6 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Summit Trail Advisors held 11,246 shares of Sun Communities worth $1.35M as of Q2 2026.
Summit Trail Advisors bought 2,090 Sun Communities shares in Q2 2026, an estimated $261K.
Sun Communities made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #849 holding.
Summit Trail Advisors first reported a position in Sun Communities in Q4 2017 and has held it in 6 quarters since.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.