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Avion Wealth’s Sun Communities SUI Stock Holding History

Avion Wealth’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 		$0 Buy
+8
New +$1K ﹤0.01% 1726
2025
Q4 		– Sell
-8
Closed -$1K – 1574
2025
Q3 		$1K Buy
8
+4
+100% +$506 ﹤0.01% 1107
2025
Q2 		$0 Hold
4
– – ﹤0.01% 1590
2025
Q1 		$0 Buy
+4
New +$511 ﹤0.01% 1344
2024
Q2 		– Sell
-8
Closed -$2K – 1237
2024
Q1 		$2K Hold
8
– – ﹤0.01% 773
2023
Q4 		$1K Sell
8
-5
-38% -$602 ﹤0.01% 971
2023
Q3 		$1K Buy
13
+5
+63% +$635 ﹤0.01% 733
2023
Q2 		$1K Hold
8
– – ﹤0.01% 647
2023
Q1 		$1K Buy
+8
New +$1.17K ﹤0.01% 486

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avion Wealth's SUI Position: Q2 2026 in Review

Avion Wealth opened a new position in Sun Communities (SUI) in Q2 2026: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings. This is a return to the name: Avion Wealth previously reported a position in SUI as recently as Q3 2025.

Avion Wealth first reported a position in SUI in Q1 2023 and has held it in 9 quarters since. The position peaked at $2K in Q1 2024. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Avion Wealth held 8 shares of Sun Communities worth $0 as of Q2 2026.
  • Sun Communities was a new Avion Wealth position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1726 holding.
  • Avion Wealth first reported a position in Sun Communities in Q1 2023 and has held it in 9 quarters since.
  • Avion Wealth's Sun Communities position peaked at $2K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.