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 Q2	–	Sell	-16	Closed	-$2.02K	–	2084
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

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

Bogart Wealth LLC's SUI Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 16 shares — an estimated $2.02K sold.

Bogart Wealth LLC first reported a position in SUI in Q1 2023 and held it in 5 quarters. The position peaked at $4.23K in Q1 2023. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Bogart Wealth LLC reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 16 Sun Communities shares in Q2 2026, an estimated $2.02K.
Bogart Wealth LLC first reported a position in Sun Communities in Q1 2023 and held it in 5 quarters.
Bogart Wealth LLC's Sun Communities position peaked at $4.23K in Q1 2023.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.