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WhitTier Trust Company’s Sun Communities SUI Stock Holding History

WhitTier Trust Company’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 		$11.6M Sell
90,800
-19,615
-18% -$2.53M 0.24% 94
2025
Q4 		$13.6M Buy
110,415
+9,268
+9% +$1.16M 0.28% 75
2025
Q3 		$13.2M Sell
101,147
-12,115
-11% -$1.53M 0.28% 75
2025
Q2 		$14.3M Buy
113,262
+3,195
+3% +$396K 0.32% 68
2025
Q1 		$14.2M Buy
110,067
+15,308
+16% +$1.96M 0.36% 65
2024
Q4 		$11.7M Buy
94,759
+5,498
+6% +$704K 0.29% 77
2024
Q3 		$12.1M Buy
89,261
+2,352
+3% +$309K 0.31% 76
2024
Q2 		$10.5M Buy
86,909
+2,029
+2% +$241K 0.29% 75
2024
Q1 		$10.9M Buy
84,880
+2,346
+3% +$305K 0.31% 77
2023
Q4 		$11M Buy
82,534
+1,935
+2% +$233K 0.35% 68
2023
Q3 		$9.54M Buy
80,599
+461
+0.6% +$58.5K 0.34% 70
2023
Q2 		$10.5M Buy
80,138
+1,722
+2% +$230K 0.35% 67
2023
Q1 		$11M Buy
78,416
+31,184
+66% +$4.56M 0.41% 62
2022
Q4 		$6.75M Buy
47,232
+33,951
+256% +$4.64M 0.27% 88
2022
Q3 		$1.8M Buy
13,281
+916
+7% +$145K 0.08% 209
2022
Q2 		$1.97M Buy
12,365
+965
+8% +$162K 0.08% 201
2022
Q1 		$2M Buy
11,400
+1,743
+18% +$324K 0.07% 211
2021
Q4 		$2.03M Buy
9,657
+933
+11% +$184K 0.07% 205
2021
Q3 		$1.61M Buy
8,724
+355
+4% +$68.5K 0.07% 219
2021
Q2 		$1.44M Buy
8,369
+166
+2% +$27.5K 0.06% 228
2021
Q1 		$1.23M Buy
8,203
+740
+10% +$109K 0.06% 237
2020
Q4 		$1.13M Buy
7,463
+907
+14% +$131K 0.06% 227
2020
Q3 		$921K Buy
6,556
+245
+4% +$35.1K 0.05% 234
2020
Q2 		$856K Buy
6,311
+2,226
+54% +$295K 0.05% 231
2020
Q1 		$510K Buy
+4,085
New +$617K 0.04% 270
2017
Q1 		– Sell
-55
Closed -$4K – 952
2016
Q4 		$4K Buy
+55
New +$4.11K ﹤0.01% 891

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

WhitTier Trust Company's SUI Position: Q1 2026 in Review

WhitTier Trust Company reduced its Sun Communities (SUI) stake by 18% in Q1 2026, selling an estimated $2.53M and leaving 90,800 shares worth $11.6M. The position accounts for 0.24% of the portfolio, ranked #94.

WhitTier Trust Company first reported a position in SUI in Q4 2016 and has held it in 26 quarters since. The position peaked at $14.3M in Q2 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • WhitTier Trust Company held 90,800 shares of Sun Communities worth $11.6M as of Q1 2026.
  • WhitTier Trust Company sold 19,615 Sun Communities shares in Q1 2026, an estimated $2.53M.
  • Sun Communities made up 0.24% of WhitTier Trust Company's portfolio in Q1 2026, its #94 holding.
  • WhitTier Trust Company first reported a position in Sun Communities in Q4 2016 and has held it in 26 quarters since.
  • WhitTier Trust Company's Sun Communities position peaked at $14.3M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.