Balboa Wealth Partners
SUI icon

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
Q3 		$516K Sell
4,654
-3
-0.1% -$358 0.07% 228
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Balboa Wealth Partners's SUI Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Sun Communities (SUI) stake by 0.06% in Q3 2026, selling an estimated $358 and leaving 4,654 shares worth $516K. The position accounts for 0.07% of the portfolio, ranked #228.

Balboa Wealth Partners first reported a position in SUI in Q2 2025 and has held it in 6 quarters since. The position peaked at $793K in Q3 2025. 165 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Balboa Wealth Partners held 4,654 shares of Sun Communities worth $516K as of Q3 2026.
  • Balboa Wealth Partners sold 3 Sun Communities shares in Q3 2026, an estimated $358.
  • Sun Communities made up 0.07% of Balboa Wealth Partners's portfolio in Q3 2026, its #228 holding.
  • Balboa Wealth Partners first reported a position in Sun Communities in Q2 2025 and has held it in 6 quarters since.
  • Balboa Wealth Partners's Sun Communities position peaked at $793K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.