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Bogart Wealth LLC’s Sun Communities SUI Stock Holding History

Bogart Wealth 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
Q1 		$2.02K Buy
16
+12
+300% +$1.55K ﹤0.01% 1274
2025
Q4 		$496 Hold
4
– – ﹤0.01% 1478
2025
Q3 		$516 Buy
+4
New +$506 ﹤0.01% 1424
2025
Q2 		– Sell
-4
Closed -$515 – 1541
2025
Q1 		$515 Buy
+4
New +$511 ﹤0.01% 1270
2023
Q2 		– Sell
-30
Closed -$4.23K – 1125
2023
Q1 		$4.23K Buy
+30
New +$4.38K ﹤0.01% 749

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's SUI Position: Q1 2026 in Review

Bogart Wealth LLC increased its Sun Communities (SUI) stake by 300% in Q1 2026, buying an estimated $1.55K and bringing the position to 16 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Bogart Wealth LLC first reported a position in SUI in Q1 2023 and has held it in 5 quarters since. The position peaked at $4.23K in Q1 2023. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Bogart Wealth LLC held 16 shares of Sun Communities worth $2.02K as of Q1 2026.
  • Bogart Wealth LLC bought 12 Sun Communities shares in Q1 2026, an estimated $1.55K.
  • Sun Communities made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1274 holding.
  • Bogart Wealth LLC first reported a position in Sun Communities in Q1 2023 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Sun Communities position peaked at $4.23K in Q1 2023.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.