Asset Dedication LLC’s Sun Communities SUI Stock Holding History

Asset Dedication LLC’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	$1.44K	Buy	+12	New	+$1.5K	﹤0.01%	1073

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Asset Dedication LLC's SUI Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in Sun Communities (SUI) in Q2 2026: 12 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings.

527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Asset Dedication LLC held 12 shares of Sun Communities worth $1.44K as of Q2 2026.
Sun Communities was a new Asset Dedication LLC position in Q2 2026.
Sun Communities made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1073 holding.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.