AWAU
SUI icon

Alliance Wealth Advisors (Utah)’s Sun Communities SUI Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$210K Buy
+1,750
New +$219K 0.04% 228
2024
Q1 		– Sell
-1,954
Closed -$261K – 245
2023
Q4 		$261K Sell
1,954
-51
-3% -$6.14K 0.09% 213
2023
Q3 		$237K Buy
2,005
+137
+7% +$17.4K 0.09% 204
2023
Q2 		$244K Sell
1,868
-57
-3% -$7.62K 0.09% 203
2023
Q1 		$271K Buy
1,925
+35
+2% +$5.12K 0.11% 188
2022
Q4 		$270K Buy
+1,890
New +$258K 0.12% 171

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

Alliance Wealth Advisors (Utah)'s SUI Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in Sun Communities (SUI) in Q2 2026: 1,750 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #228 among its holdings. This is a return to the name: Alliance Wealth Advisors (Utah) previously reported a position in SUI as recently as Q4 2023.

Alliance Wealth Advisors (Utah) first reported a position in SUI in Q4 2022 and has held it in 6 quarters since. The position peaked at $271K in Q1 2023. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,750 shares of Sun Communities worth $210K as of Q2 2026.
  • Sun Communities was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
  • Sun Communities made up 0.04% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #228 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Sun Communities in Q4 2022 and has held it in 6 quarters since.
  • Alliance Wealth Advisors (Utah)'s Sun Communities position peaked at $271K in Q1 2023.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.