Bell Investment Advisors’s Sun Communities SUI Stock Holding History

Bell Investment Advisors’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 Q1	$504	Hold	4	–	–	﹤0.01%	1745
2025 Q4	$496	Sell	4 -4	-50%	-$501	﹤0.01%	1746
2025 Q3	$1.03K	Hold	8	–	–	﹤0.01%	1547
2025 Q2	$1.01K	Hold	8	–	–	﹤0.01%	1583
2025 Q1	$1.03K	Hold	8	–	–	﹤0.01%	1538
2024 Q4	$984	Hold	8	–	–	﹤0.01%	1592
2024 Q3	$1.08K	Buy	8 +4	+100%	+$526	﹤0.01%	1567
2024 Q2	$482	Hold	4	–	–	﹤0.01%	1828
2024 Q1	$515	Hold	4	–	–	﹤0.01%	1816
2023 Q4	$535	Sell	4 -8	-67%	-$964	﹤0.01%	1808
2023 Q3	$1.42K	Buy	12 +8	+200%	+$1.01K	﹤0.01%	1435
2023 Q2	$522	Sell	4 -22	-85%	-$2.94K	﹤0.01%	1832
2023 Q1	$3.66K	Buy	26 +3	+13%	+$438	﹤0.01%	942
2022 Q4	$3.29K	Sell	23 -36	-61%	-$4.92K	﹤0.01%	1020
2022 Q3	$8K	Buy	59 +21	+55%	+$3.32K	﹤0.01%	508
2022 Q2	$6K	Buy	+38	New	+$6.38K	﹤0.01%	652
2021 Q4	$10K	Buy	50 +20	+67%	+$3.94K	﹤0.01%	501
2021 Q3	$6K	Buy	+30	New	+$5.79K	﹤0.01%	664

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's SUI Position: Q1 2026 in Review

Bell Investment Advisors held its Sun Communities (SUI) position steady in Q1 2026 at 4 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Bell Investment Advisors first reported a position in SUI in Q3 2021 and has held it in 18 quarters since. The position peaked at $10K in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Bell Investment Advisors held 4 shares of Sun Communities worth $504 as of Q1 2026.
Bell Investment Advisors left its Sun Communities share count unchanged in Q1 2026.
Sun Communities made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1745 holding.
Bell Investment Advisors first reported a position in Sun Communities in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Sun Communities position peaked at $10K in Q4 2021.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.