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Advisornet Financial’s Sun Communities SUI Stock Holding History

Advisornet Financial’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% 2205
2025
Q4 		– Sell
-117
Closed -$15.1K – 2352
2025
Q3 		$15.1K Hold
117
– – ﹤0.01% 1398
2025
Q2 		$14.8K Sell
117
-50
-30% -$6.2K ﹤0.01% 1365
2025
Q1 		$21.5K Sell
167
-238
-59% -$30.4K ﹤0.01% 1168
2024
Q4 		$49.8K Buy
405
+3
+0.7% +$384 ﹤0.01% 886
2024
Q3 		$54.3K Sell
402
-168
-29% -$22.1K ﹤0.01% 883
2024
Q2 		$68.6K Sell
570
-1,150
-67% -$137K 0.01% 731
2024
Q1 		$221K Sell
1,720
-190
-10% -$24.7K 0.02% 451
2023
Q4 		$255K Buy
1,910
+40
+2% +$4.82K 0.02% 429
2023
Q3 		$221K Sell
1,870
-817
-30% -$104K 0.02% 439
2023
Q2 		$351K Sell
2,687
-202
-7% -$27K 0.03% 374
2023
Q1 		$407K Sell
2,889
-95
-3% -$13.9K 0.04% 329
2022
Q4 		$427K Sell
2,984
-7
-0.2% -$956 0.04% 320
2022
Q3 		$405K Sell
2,991
-19
-0.6% -$3K 0.04% 359
2022
Q2 		$480K Buy
3,010
+100
+3% +$16.8K 0.05% 322
2022
Q1 		$510K Buy
2,910
+134
+5% +$24.9K 0.03% 365
2021
Q4 		$583K Buy
2,776
+180
+7% +$35.5K 0.04% 370
2021
Q3 		$481K Hold
2,596
– – 0.03% 372
2021
Q2 		$445K Hold
2,596
– – 0.03% 403
2021
Q1 		$390K Buy
2,596
+150
+6% +$22.1K 0.03% 408
2020
Q4 		$372K Buy
2,446
+200
+9% +$28.9K 0.03% 382
2020
Q3 		$316K Sell
2,246
-79
-3% -$11.3K 0.03% 414
2020
Q2 		$315K Buy
2,325
+1,295
+126% +$172K 0.03% 421
2020
Q1 		$129K Sell
1,030
-150
-13% -$22.7K 0.01% 558
2019
Q4 		$177K Buy
1,180
+50
+4% +$7.79K 0.02% 530
2019
Q3 		$168K Buy
1,130
+228
+25% +$32.2K 0.02% 548
2019
Q2 		$116K Buy
902
+702
+351% +$87.2K 0.01% 565
2019
Q1 		$24K Buy
+200
New +$22.2K ﹤0.01% 950

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisornet Financial's SUI Position: Q2 2026 in Review

Advisornet Financial 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 #2205 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in SUI as recently as Q3 2025.

Advisornet Financial first reported a position in SUI in Q1 2019 and has held it in 28 quarters since. The position peaked at $583K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Advisornet Financial held 1 share of Sun Communities worth $120 as of Q2 2026.
  • Sun Communities was a new Advisornet Financial position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2205 holding.
  • Advisornet Financial first reported a position in Sun Communities in Q1 2019 and has held it in 28 quarters since.
  • Advisornet Financial's Sun Communities position peaked at $583K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.