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Vestmark Advisory Solutions’s Sun Communities SUI Stock Holding History

Vestmark Advisory Solutions’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 		$4.14M Buy
34,513
+5,910
+21% +$739K 0.04% 445
2026
Q1 		$3.6M Buy
28,603
+9,665
+51% +$1.25M 0.04% 429
2025
Q4 		$2.35M Buy
18,938
+10,602
+127% +$1.33M 0.03% 524
2025
Q3 		$1.08M Sell
8,336
-7,975
-49% -$1.01M 0.02% 527
2025
Q2 		$2.06M Buy
16,311
+11,009
+208% +$1.37M 0.03% 372
2025
Q1 		$682K Buy
5,302
+1,684
+47% +$215K 0.02% 466
2024
Q4 		$445K Sell
3,618
-100
-3% -$12.8K 0.02% 431
2024
Q3 		$502K Buy
3,718
+933
+34% +$123K 0.02% 378
2024
Q2 		$335K Buy
2,785
+697
+33% +$82.8K 0.01% 451
2024
Q1 		$268K Sell
2,088
-1,728
-45% -$224K 0.01% 463
2023
Q4 		$510K Buy
+3,816
New +$460K 0.03% 343
2023
Q3 		– Sell
-1,783
Closed -$233K – 818
2023
Q2 		$233K Buy
1,783
+330
+23% +$44.1K 0.01% 786
2023
Q1 		$205K Sell
1,453
-3
-0.2% -$438 0.01% 823
2022
Q4 		$208K Buy
+1,456
New +$199K 0.01% 791
2022
Q3 		– Sell
-1,461
Closed -$233K – 875
2022
Q2 		$233K Sell
1,461
-33
-2% -$5.54K 0.01% 770
2022
Q1 		$262K Buy
1,494
+26
+2% +$4.83K 0.01% 758
2021
Q4 		$308K Buy
1,468
+90
+7% +$17.7K 0.02% 696
2021
Q3 		$255K Buy
1,378
+88
+7% +$17K 0.02% 719
2021
Q2 		$221K Buy
+1,290
New +$214K 0.02% 717
2021
Q1 		– Sell
-1,358
Closed -$206K – 747
2020
Q4 		$206K Buy
+1,358
New +$197K 0.02% 574
2019
Q4 		– Sell
-1,678
Closed -$249K – 492
2019
Q3 		$249K Sell
1,678
-373
-18% -$52.7K 0.04% 480
2019
Q2 		$263K Sell
2,051
-137
-6% -$17K 0.05% 444
2019
Q1 		$259K Buy
+2,188
New +$243K 0.05% 435

Other funds holding SUI

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vestmark Advisory Solutions's SUI Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Sun Communities (SUI) stake by 21% in Q2 2026, buying an estimated $739K and bringing the position to 34,513 shares worth $4.14M. The position accounts for 0.04% of the portfolio, ranked #445.

Vestmark Advisory Solutions first reported a position in SUI in Q1 2019 and has held it in 23 quarters since. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Vestmark Advisory Solutions held 34,513 shares of Sun Communities worth $4.14M as of Q2 2026.
  • Vestmark Advisory Solutions bought 5,910 Sun Communities shares in Q2 2026, an estimated $739K.
  • Sun Communities made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #445 holding.
  • Vestmark Advisory Solutions first reported a position in Sun Communities in Q1 2019 and has held it in 23 quarters since.
  • 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.