Superior Planning, LLC’s Sun Communities SUI Stock Holding History

Superior Planning, LLC’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 Q3	$2.1K	Buy	+19	New	+$2.27K	﹤0.01%	1545

Other funds holding SUI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Superior Planning, LLC's SUI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sun Communities (SUI) in Q3 2026: 19 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #1545 among its holdings.

345 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Superior Planning, LLC held 19 shares of Sun Communities worth $2.1K as of Q3 2026.
Sun Communities was a new Superior Planning, LLC position in Q3 2026.
Sun Communities made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1545 holding.
345 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.