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Tacita Capital’s Sun Communities SUI Stock Holding History

Tacita Capital’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 		$1.76M Hold
13,962
– – 1.04% 29
2025
Q4 		$1.73M Buy
13,962
+5,254
+60% +$658K 1% 31
2025
Q3 		$1.12M Buy
8,708
+561
+7% +$70.9K 0.68% 37
2025
Q2 		$1.03M Buy
8,147
+888
+12% +$110K 0.66% 36
2025
Q1 		$934K Hold
7,259
– – 0.67% 34
2024
Q4 		$893K Hold
7,259
– – 0.64% 36
2024
Q3 		$981K Sell
7,259
-845
-10% -$111K 0.64% 35
2024
Q2 		$975K Buy
+8,104
New +$963K 0.69% 35

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

Tacita Capital's SUI Position: Q1 2026 in Review

Tacita Capital held its Sun Communities (SUI) position steady in Q1 2026 at 13,962 shares worth $1.76M. The position accounts for 1.04% of the portfolio, ranked #29.

Tacita Capital first reported a position in SUI in Q2 2024 and has held it in 8 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Tacita Capital held 13,962 shares of Sun Communities worth $1.76M as of Q1 2026.
  • Tacita Capital left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up 1.04% of Tacita Capital's portfolio in Q1 2026, its #29 holding.
  • Tacita Capital first reported a position in Sun Communities in Q2 2024 and has held it in 8 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.