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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
Q3 		– Sell
-8
Closed – – 1691
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Avion Wealth's SUI Position: Q3 2026 in Review

Avion Wealth sold out of Sun Communities (SUI) in Q3 2026, closing a stake of 8 shares.

Avion Wealth first reported a position in SUI in Q1 2023 and held it in 9 quarters. The position peaked at $2K in Q1 2024. 175 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Avion Wealth reported no remaining Sun Communities position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 8 Sun Communities shares in Q3 2026.
  • Avion Wealth first reported a position in Sun Communities in Q1 2023 and held it in 9 quarters.
  • Avion Wealth's Sun Communities position peaked at $2K in Q1 2024.
  • 175 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.