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 Q2	$1.74M	Buy	14,532 +570	+4%	+$71.3K	0.95%	31
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

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

Tacita Capital's SUI Position: Q2 2026 in Review

Tacita Capital increased its Sun Communities (SUI) stake by 4.1% in Q2 2026, buying an estimated $71.3K and bringing the position to 14,532 shares worth $1.74M. The position accounts for 0.95% of the portfolio, ranked #31.

Tacita Capital first reported a position in SUI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.76M in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Tacita Capital held 14,532 shares of Sun Communities worth $1.74M as of Q2 2026.
Tacita Capital bought 570 Sun Communities shares in Q2 2026, an estimated $71.3K.
Sun Communities made up 0.95% of Tacita Capital's portfolio in Q2 2026, its #31 holding.
Tacita Capital first reported a position in Sun Communities in Q2 2024 and has held it in 9 quarters since.
Tacita Capital's Sun Communities position peaked at $1.76M in Q1 2026.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.