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Arkadios Wealth Advisors’s Sun Communities SUI Stock Holding History

Arkadios Wealth Advisors’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 		$1.09M Buy
8,619
+936
+12% +$121K 0.02% 751
2025
Q4 		$952K Buy
7,683
+325
+4% +$40.7K 0.02% 725
2025
Q3 		$949K Sell
7,358
-83
-1% -$10.5K 0.02% 661
2025
Q2 		$941K Buy
7,441
+320
+4% +$39.7K 0.03% 594
2025
Q1 		$916K Buy
7,121
+1,274
+22% +$163K 0.03% 490
2024
Q4 		$719K Buy
5,847
+678
+13% +$86.8K 0.04% 411
2024
Q3 		$699K Sell
5,169
-229
-4% -$30.1K 0.04% 423
2024
Q2 		$650K Buy
5,398
+155
+3% +$18.4K 0.04% 394
2024
Q1 		$674K Sell
5,243
-106
-2% -$13.8K 0.05% 319
2023
Q4 		$715K Buy
5,349
+2,438
+84% +$294K 0.06% 287
2023
Q3 		$344K Buy
2,911
+339
+13% +$43K 0.03% 440
2023
Q2 		$336K Sell
2,572
-83
-3% -$11.1K 0.04% 412
2023
Q1 		$374K Sell
2,655
-86
-3% -$12.6K 0.04% 373
2022
Q4 		$392K Buy
2,741
+5
+0.2% +$683 0.05% 338
2022
Q3 		$370K Buy
2,736
+186
+7% +$29.4K 0.06% 333
2022
Q2 		$406K Buy
2,550
+117
+5% +$19.6K 0.06% 333
2022
Q1 		$426K Buy
2,433
+278
+13% +$51.7K 0.06% 347
2021
Q4 		$452K Buy
2,155
+281
+15% +$55.3K 0.06% 351
2021
Q3 		$347K Sell
1,874
-111
-6% -$21.4K 0.05% 368
2021
Q2 		$340K Hold
1,985
– – 0.04% 419
2021
Q1 		$297K Buy
1,985
+73
+4% +$10.8K 0.05% 343
2020
Q4 		$290K Buy
1,912
+75
+4% +$10.9K 0.06% 265
2020
Q3 		$268K Buy
1,837
+248
+16% +$35.6K 0.13% 147
2020
Q2 		$216K Buy
1,589
+13
+0.8% +$1.73K 0.12% 151
2020
Q1 		$197K Sell
1,576
-110
-7% -$16.6K 0.13% 147
2019
Q4 		$280K Buy
+1,686
New +$263K 0.17% 123

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

Arkadios Wealth Advisors's SUI Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Sun Communities (SUI) stake by 12% in Q1 2026, buying an estimated $121K and bringing the position to 8,619 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #751.

Arkadios Wealth Advisors first reported a position in SUI in Q4 2019 and has held it in 26 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Arkadios Wealth Advisors held 8,619 shares of Sun Communities worth $1.09M as of Q1 2026.
  • Arkadios Wealth Advisors bought 936 Sun Communities shares in Q1 2026, an estimated $121K.
  • Sun Communities made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #751 holding.
  • Arkadios Wealth Advisors first reported a position in Sun Communities in Q4 2019 and has held it in 26 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.