West Branch Capital’s Sun Communities SUI Stock Holding History

West Branch 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	-70	Closed	-$8.67K	–	425
2025 Q4	$8.67K	Hold	70	–	–	﹤0.01%	278
2025 Q3	$9.03K	Hold	70	–	–	﹤0.01%	292
2025 Q2	$8.86K	Hold	70	–	–	﹤0.01%	283
2025 Q1	$9.01K	Hold	70	–	–	﹤0.01%	293
2024 Q4	$8.61K	Sell	70 -1	-1%	-$128	﹤0.01%	282
2024 Q3	$9.6K	Buy	71 +1	+1%	+$131	﹤0.01%	282
2024 Q2	$8.42K	Hold	70	–	–	﹤0.01%	287
2024 Q1	$9K	Hold	70	–	–	﹤0.01%	286
2023 Q4	$9.36K	Hold	70	–	–	﹤0.01%	283
2023 Q3	$8.28K	Hold	70	–	–	﹤0.01%	289
2023 Q2	$9.13K	Hold	70	–	–	﹤0.01%	290
2023 Q1	$9.86K	Hold	70	–	–	0.01%	288
2022 Q4	$10K	Hold	70	–	–	0.01%	283
2022 Q3	$9K	Hold	70	–	–	0.01%	295
2022 Q2	$11K	Hold	70	–	–	0.01%	275
2022 Q1	$12K	Hold	70	–	–	0.01%	285
2021 Q4	$15K	Hold	70	–	–	0.01%	290
2021 Q3	$13K	Hold	70	–	–	0.01%	290
2021 Q2	$12K	Buy	+70	New	+$11.6K	0.01%	312

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Branch Capital's SUI Position: Q1 2026 in Review

West Branch Capital sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 70 shares — an estimated $8.67K sold.

West Branch Capital first reported a position in SUI in Q2 2021 and held it in 19 quarters. The position peaked at $15K in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

West Branch Capital reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 70 Sun Communities shares in Q1 2026, an estimated $8.67K.
West Branch Capital first reported a position in Sun Communities in Q2 2021 and held it in 19 quarters.
West Branch Capital's Sun Communities position peaked at $15K in Q4 2021.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.