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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
Q2 		$10.8M Sell
88,249
-2,551
-3% -$319K 0.2% 100
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

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

WhitTier Trust Company's SUI Position: Q2 2026 in Review

WhitTier Trust Company reduced its Sun Communities (SUI) stake by 2.8% in Q2 2026, selling an estimated $319K and leaving 88,249 shares worth $10.8M. The position accounts for 0.2% of the portfolio, ranked #100.

WhitTier Trust Company first reported a position in SUI in Q4 2016 and has held it in 27 quarters since. The position peaked at $14.3M in Q2 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • WhitTier Trust Company held 88,249 shares of Sun Communities worth $10.8M as of Q2 2026.
  • WhitTier Trust Company sold 2,551 Sun Communities shares in Q2 2026, an estimated $319K.
  • Sun Communities made up 0.2% of WhitTier Trust Company's portfolio in Q2 2026, its #100 holding.
  • WhitTier Trust Company first reported a position in Sun Communities in Q4 2016 and has held it in 27 quarters since.
  • WhitTier Trust Company's Sun Communities position peaked at $14.3M in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.