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Arax Advisory Partners’s Sun Communities SUI Stock Holding History

Arax Advisory Partners’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 		$204K Sell
1,617
-110
-6% -$14.2K 0.01% 1071
2025
Q4 		$214K Sell
1,727
-352
-17% -$44.1K 0.01% 1008
2025
Q3 		$268K Buy
2,079
+2,035
+4,625% +$257K ﹤0.01% 1130
2025
Q2 		$22.1K Sell
44
-8
-15% -$992 ﹤0.01% 1619
2025
Q1 		$6.69K Buy
52
+10
+24% +$1.28K ﹤0.01% 1688
2024
Q4 		$5.17K Buy
+42
New +$5.38K ﹤0.01% 1734

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arax Advisory Partners's SUI Position: Q1 2026 in Review

Arax Advisory Partners reduced its Sun Communities (SUI) stake by 6.4% in Q1 2026, selling an estimated $14.2K and leaving 1,617 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #1071.

Arax Advisory Partners first reported a position in SUI in Q4 2024 and has held it in 6 quarters since. The position peaked at $268K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Arax Advisory Partners held 1,617 shares of Sun Communities worth $204K as of Q1 2026.
  • Arax Advisory Partners sold 110 Sun Communities shares in Q1 2026, an estimated $14.2K.
  • Sun Communities made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1071 holding.
  • Arax Advisory Partners first reported a position in Sun Communities in Q4 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's Sun Communities position peaked at $268K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.