Advisory Alpha’s Sun Communities SUI Stock Holding History

Advisory Alpha’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 Q1	$378K	Hold	3,000	–	–	0.01%	390
2025 Q4	$372K	Hold	3,000	–	–	0.01%	371
2025 Q3	$386K	Hold	3,000	–	–	0.01%	353
2025 Q2	$379K	Hold	3,000	–	–	0.01%	318
2025 Q1	$386K	Hold	3,000	–	–	0.01%	293
2024 Q4	$369K	Hold	3,000	–	–	0.01%	276
2024 Q3	$405K	Hold	3,000	–	–	0.01%	266
2024 Q2	$361K	Sell	3,000 -3,000	-50%	-$356K	0.01%	266
2024 Q1	$771K	Buy	+6,000	New	+$779K	0.03%	180

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Alpha's SUI Position: Q1 2026 in Review

Advisory Alpha held its Sun Communities (SUI) position steady in Q1 2026 at 3,000 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #390.

Advisory Alpha first reported a position in SUI in Q1 2024 and has held it in 9 quarters since. The position peaked at $771K in Q1 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Advisory Alpha held 3,000 shares of Sun Communities worth $378K as of Q1 2026.
Advisory Alpha left its Sun Communities share count unchanged in Q1 2026.
Sun Communities made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #390 holding.
Advisory Alpha first reported a position in Sun Communities in Q1 2024 and has held it in 9 quarters since.
Advisory Alpha's Sun Communities position peaked at $771K in Q1 2024.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.