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 Q2	$480	Hold	4	–	–	﹤0.01%	1740
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

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Bell Investment Advisors's SUI Position: Q2 2026 in Review

Bell Investment Advisors held its Sun Communities (SUI) position steady in Q2 2026 at 4 shares worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Bell Investment Advisors first reported a position in SUI in Q3 2021 and has held it in 19 quarters since. The position peaked at $10K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Bell Investment Advisors held 4 shares of Sun Communities worth $480 as of Q2 2026.
Bell Investment Advisors left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1740 holding.
Bell Investment Advisors first reported a position in Sun Communities in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Sun Communities position peaked at $10K in Q4 2021.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.