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Braeburn Wealth Management’s Sun Communities SUI Stock Holding History

Braeburn Wealth Management’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 		$399K Sell
3,326
-100
-3% -$12.5K 0.17% 75
2026
Q1 		$432K Buy
3,426
+100
+3% +$12.9K 0.25% 60
2025
Q4 		$412K Buy
+3,326
New +$416K 0.21% 57

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Braeburn Wealth Management's SUI Position: Q2 2026 in Review

Braeburn Wealth Management reduced its Sun Communities (SUI) stake by 2.9% in Q2 2026, selling an estimated $12.5K and leaving 3,326 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #75.

Braeburn Wealth Management first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $432K in Q1 2026. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Braeburn Wealth Management held 3,326 shares of Sun Communities worth $399K as of Q2 2026.
  • Braeburn Wealth Management sold 100 Sun Communities shares in Q2 2026, an estimated $12.5K.
  • Sun Communities made up 0.17% of Braeburn Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Braeburn Wealth Management first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • Braeburn Wealth Management's Sun Communities position peaked at $432K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.