Balboa Wealth Partners’s Sun Communities SUI Stock Holding History

Balboa Wealth 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 Q2	$558K	Hold	4,657	–	–	0.08%	222
2026 Q1	$587K	Sell	4,657 -697	-13%	-$90.1K	0.1%	173
2025 Q4	$663K	Sell	5,354 -793	-13%	-$99.3K	0.11%	151
2025 Q3	$793K	Buy	6,147 +4,530	+280%	+$573K	0.14%	121
2025 Q2	$205K	Buy	+1,617	New	+$201K	0.04%	319

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

Balboa Wealth Partners's SUI Position: Q2 2026 in Review

Balboa Wealth Partners held its Sun Communities (SUI) position steady in Q2 2026 at 4,657 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #222.

Balboa Wealth Partners first reported a position in SUI in Q2 2025 and has held it in 5 quarters since. The position peaked at $793K in Q3 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Balboa Wealth Partners held 4,657 shares of Sun Communities worth $558K as of Q2 2026.
Balboa Wealth Partners left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #222 holding.
Balboa Wealth Partners first reported a position in Sun Communities in Q2 2025 and has held it in 5 quarters since.
Balboa Wealth Partners's Sun Communities position peaked at $793K in Q3 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.