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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
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

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

Summit Trail Advisors's SUI Position: Q1 2026 in Review

Summit Trail Advisors reduced its Sun Communities (SUI) stake by 2.6% in Q1 2026, selling an estimated $32.2K and leaving 9,156 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #870.

Summit Trail Advisors first reported a position in SUI in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.31M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Summit Trail Advisors held 9,156 shares of Sun Communities worth $1.15M as of Q1 2026.
  • Summit Trail Advisors sold 249 Sun Communities shares in Q1 2026, an estimated $32.2K.
  • Sun Communities made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #870 holding.
  • Summit Trail Advisors first reported a position in Sun Communities in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Sun Communities position peaked at $1.31M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.