TC
SUI icon

Truvestments Capital’s Sun Communities SUI Stock Holding History

Truvestments 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 		– Sell
-32
Closed -$3.96K – 1215
2025
Q4 		$3.96K Hold
32
– – ﹤0.01% 833
2025
Q3 		$4.13K Sell
32
-23
-42% -$2.91K ﹤0.01% 855
2025
Q2 		$6.96K Hold
55
– – ﹤0.01% 697
2025
Q1 		$7.08K Sell
55
-180
-77% -$23K ﹤0.01% 710
2024
Q4 		$28.9K Buy
235
+38
+19% +$4.86K 0.01% 451
2024
Q3 		$26.6K Sell
197
-2,065
-91% -$272K 0.01% 457
2024
Q2 		$272K Sell
2,262
-21
-0.9% -$2.5K 0.11% 171
2024
Q1 		$294K Sell
2,283
-57
-2% -$7.4K 0.11% 167
2023
Q4 		$313K Buy
+2,340
New +$282K 0.14% 155

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Truvestments Capital's SUI Position: Q1 2026 in Review

Truvestments Capital sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 32 shares — an estimated $3.96K sold.

Truvestments Capital first reported a position in SUI in Q4 2023 and held it in 9 quarters. The position peaked at $313K in Q4 2023. 516 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Truvestments Capital reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Truvestments Capital sold 32 Sun Communities shares in Q1 2026, an estimated $3.96K.
  • Truvestments Capital first reported a position in Sun Communities in Q4 2023 and held it in 9 quarters.
  • Truvestments Capital's Sun Communities position peaked at $313K in Q4 2023.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

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