Advisors Asset Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.78M | Buy |
22,062
+2,609
| +13% | +$337K | 0.05% | 499 |
|
|
2025
Q4 | $2.41M | Buy |
19,453
+530
| +3% | +$66.3K | 0.04% | 543 |
|
|
2025
Q3 | $2.44M | Buy |
18,923
+137
| +0.7% | +$17.3K | 0.04% | 532 |
|
|
2025
Q2 | $2.38M | Sell |
18,786
-1,886
| -9% | -$234K | 0.04% | 527 |
|
|
2025
Q1 | $2.66M | Buy |
20,672
+5,814
| +39% | +$743K | 0.05% | 489 |
|
|
2024
Q4 | $1.83M | Buy |
14,858
+1,181
| +9% | +$151K | 0.03% | 571 |
|
|
2024
Q3 | $1.85M | Buy |
13,677
+2,521
| +23% | +$332K | 0.03% | 582 |
|
|
2024
Q2 | $1.34M | Buy |
11,156
+53
| +0.5% | +$6.3K | 0.03% | 643 |
|
|
2024
Q1 | $1.43M | Sell |
11,103
-1,481
| -12% | -$192K | 0.03% | 652 |
|
|
2023
Q4 | $1.68M | Buy |
12,584
+373
| +3% | +$44.9K | 0.03% | 578 |
|
|
2023
Q3 | $1.45M | Buy |
12,211
+2,451
| +25% | +$311K | 0.03% | 594 |
|
|
2023
Q2 | $1.27M | Buy |
9,760
+97
| +1% | +$13K | 0.03% | 667 |
|
|
2023
Q1 | $1.36M | Buy |
9,663
+1,144
| +13% | +$167K | 0.03% | 644 |
|
|
2022
Q4 | $1.22M | Buy |
8,519
+304
| +4% | +$41.5K | 0.03% | 674 |
|
|
2022
Q3 | $1.11M | Buy |
8,215
+577
| +8% | +$91.3K | 0.02% | 688 |
|
|
2022
Q2 | $1.22M | Buy |
7,638
+2,142
| +39% | +$359K | 0.02% | 689 |
|
|
2022
Q1 | $963K | Buy |
5,496
+2,314
| +73% | +$430K | 0.01% | 819 |
|
|
2021
Q4 | $668K | Buy |
3,182
+693
| +28% | +$136K | 0.01% | 926 |
|
|
2021
Q3 | $461K | Buy |
2,489
+1,353
| +119% | +$261K | 0.01% | 1035 |
|
|
2021
Q2 | $195K | Buy |
1,136
+530
| +87% | +$87.9K | ﹤0.01% | 1206 |
|
|
2021
Q1 | $91K | Sell |
606
-3,801
| -86% | -$561K | ﹤0.01% | 1348 |
|
|
2020
Q4 | $670K | Sell |
4,407
-2,132
| -33% | -$309K | 0.01% | 891 |
|
|
2020
Q3 | $919K | Sell |
6,539
-2,917
| -31% | -$418K | 0.02% | 731 |
|
|
2020
Q2 | $1.28M | Sell |
9,456
-2,379
| -20% | -$316K | 0.03% | 613 |
|
|
2020
Q1 | $1.48M | Sell |
11,835
-2,017
| -15% | -$305K | 0.04% | 502 |
|
|
2019
Q4 | $2.08M | Sell |
13,852
-2,518
| -15% | -$392K | 0.04% | 528 |
|
|
2019
Q3 | $2.43M | Sell |
16,370
-5,298
| -24% | -$748K | 0.04% | 467 |
|
|
2019
Q2 | $2.78M | Sell |
21,668
-5,823
| -21% | -$723K | 0.05% | 432 |
|
|
2019
Q1 | $3.26M | Sell |
27,491
-5,968
| -18% | -$663K | 0.06% | 377 |
|
|
2018
Q4 | $3.4M | Sell |
33,459
-2,222
| -6% | -$226K | 0.07% | 330 |
|
|
2018
Q3 | $3.62M | Buy |
35,681
+2,718
| +8% | +$271K | 0.06% | 373 |
|
|
2018
Q2 | $3.23M | Buy |
32,963
+195
| +0.6% | +$18.3K | 0.05% | 423 |
|
|
2018
Q1 | $2.87M | Buy |
32,768
+1,587
| +5% | +$140K | 0.05% | 492 |
|
|
2017
Q4 | $2.89M | Buy |
31,181
+1,983
| +7% | +$182K | 0.05% | 503 |
|
|
2017
Q3 | $2.5M | Buy |
29,198
+4,343
| +17% | +$384K | 0.04% | 540 |
|
|
2017
Q2 | $2.18M | Buy |
24,855
+7,476
| +43% | +$641K | 0.04% | 599 |
|
|
2017
Q1 | $1.4M | Buy |
17,379
+11,522
| +197% | +$918K | 0.02% | 762 |
|
|
2016
Q4 | $449K | Buy |
5,857
+2,743
| +88% | +$205K | 0.01% | 1160 |
|
|
2016
Q3 | $244K | Buy |
3,114
+2,511
| +416% | +$195K | ﹤0.01% | 1307 |
|
|
2016
Q2 | $46K | Sell |
603
-12,237
| -95% | -$863K | ﹤0.01% | 1693 |
|
|
2016
Q1 | $919K | Sell |
12,840
-20,823
| -62% | -$1.4M | 0.02% | 892 |
|
|
2015
Q4 | $2.31M | Sell |
33,663
-19,242
| -36% | -$1.3M | 0.04% | 610 |
|
|
2015
Q3 | $3.58M | Sell |
52,905
-18,067
| -25% | -$1.2M | 0.06% | 457 |
|
|
2015
Q2 | $4.39M | Sell |
70,972
-9,827
| -12% | -$623K | 0.06% | 425 |
|
|
2015
Q1 | $5.39M | Sell |
80,799
-85,173
| -51% | -$5.72M | 0.07% | 352 |
|
|
2014
Q4 | $10M | Sell |
165,972
-34,121
| -17% | -$1.94M | 0.13% | 197 |
|
|
2014
Q3 | $10.1M | Sell |
200,093
-6,440
| -3% | -$338K | 0.14% | 194 |
|
|
2014
Q2 | $10.3M | Sell |
206,533
-18,596
| -8% | -$876K | 0.14% | 194 |
|
|
2014
Q1 | $10.2M | Buy |
225,129
+3,487
| +2% | +$157K | 0.15% | 184 |
|
|
2013
Q4 | $9.45M | Sell |
221,642
-6,445
| -3% | -$274K | 0.15% | 184 |
|
|
2013
Q3 | $9.72M | Sell |
228,087
-1,976
| -0.9% | -$93.3K | 0.17% | 172 |
|
|
2013
Q2 | $11.4M | Buy |
+230,063
| New | +$11.6M | 0.22% | 141 |
|
Other funds holding SUI
VPM
VCM
Advisors Asset Management's SUI Position: Q1 2026 in Review
Advisors Asset Management increased its Sun Communities (SUI) stake by 13% in Q1 2026, buying an estimated $337K and bringing the position to 22,062 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #499.
Advisors Asset Management first reported a position in SUI in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q2 2013. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- Advisors Asset Management held 22,062 shares of Sun Communities worth $2.78M as of Q1 2026.
- Advisors Asset Management bought 2,609 Sun Communities shares in Q1 2026, an estimated $337K.
- Sun Communities made up 0.05% of Advisors Asset Management's portfolio in Q1 2026, its #499 holding.
- Advisors Asset Management first reported a position in Sun Communities in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's Sun Communities position peaked at $11.4M in Q2 2013.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.