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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

SUI holding history

Sun Communities Inc in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUI overviewAll 13F holders of SUIFull Q2 2026 holdings

Shares (Q2 2026)
11,246
Value
$1.35M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of SUI by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,246$1.35M<0.1%+2,090+22.8%AddedHolders
Q1 20269,156$1.15M<0.1%−249−2.6%ReducedHolders
Q4 20259,405$1.18M<0.1%−736−7.3%ReducedHolders
Q3 202510,141$1.31M<0.1%+1,770+21.1%AddedHolders
Q2 20258,371$1.06M<0.1%+8,371NewHolders