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Activest Wealth Management’s Sun Communities SUI Stock Holding History

Activest Wealth Management’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 		$120 Buy
+1
New +$125 ﹤0.01% 1221
2026
Q1 		– Sell
-31
Closed -$3.84K – 1328
2025
Q4 		$3.84K Buy
31
+30
+3,000% +$3.75K ﹤0.01% 804
2025
Q3 		$129 Buy
+1
New +$126 ﹤0.01% 1045
2022
Q3 		– Sell
-10
Closed -$2K – 595
2022
Q2 		$2K Buy
+10
New +$1.68K ﹤0.01% 340

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

Activest Wealth Management's SUI Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Sun Communities (SUI) in Q2 2026: 1 share worth $120. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in SUI as recently as Q4 2025.

Activest Wealth Management first reported a position in SUI in Q2 2022 and has held it in 4 quarters since. The position peaked at $3.84K in Q4 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Activest Wealth Management held 1 share of Sun Communities worth $120 as of Q2 2026.
  • Sun Communities was a new Activest Wealth Management position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1221 holding.
  • Activest Wealth Management first reported a position in Sun Communities in Q2 2022 and has held it in 4 quarters since.
  • Activest Wealth Management's Sun Communities position peaked at $3.84K in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.