BL
SUI icon

BFSG LLC’s Sun Communities SUI Stock Holding History

BFSG LLC’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 		$129K Hold
1,075
– – 0.01% 339
2026
Q1 		$135K Hold
1,075
– – 0.01% 325
2025
Q4 		$133K Hold
1,075
– – 0.01% 314
2025
Q3 		$139K Hold
1,075
– – 0.01% 314
2025
Q2 		$136K Hold
1,075
– – 0.02% 295
2025
Q1 		$138K Buy
1,075
+67
+7% +$8.57K 0.02% 280
2024
Q4 		$124K Sell
1,008
-30
-3% -$3.84K 0.01% 289
2024
Q3 		$140K Sell
1,038
-398
-28% -$52.3K 0.02% 285
2024
Q2 		$173K Sell
1,436
-170
-11% -$20.2K 0.02% 249
2024
Q1 		$207K Sell
1,606
-4
-0.2% -$519 0.03% 235
2023
Q4 		$215K Buy
+1,610
New +$194K 0.03% 229

Other funds holding SUI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

BFSG LLC's SUI Position: Q2 2026 in Review

BFSG LLC held its Sun Communities (SUI) position steady in Q2 2026 at 1,075 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #339.

BFSG LLC first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $215K in Q4 2023. 64 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • BFSG LLC held 1,075 shares of Sun Communities worth $129K as of Q2 2026.
  • BFSG LLC left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #339 holding.
  • BFSG LLC first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Sun Communities position peaked at $215K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.