Carson Wealth (CWM LLC)’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $571K | Sell |
4,532
-4,773
| -51% | -$617K | ﹤0.01% | 1915 |
|
|
2025
Q4 | $1.15M | Buy |
9,305
+6,569
| +240% | +$822K | ﹤0.01% | 1411 |
|
|
2025
Q3 | $353K | Buy |
2,736
+280
| +11% | +$35.4K | ﹤0.01% | 2002 |
|
|
2025
Q2 | $311K | Buy |
2,456
+22
| +0.9% | +$2.73K | ﹤0.01% | 1842 |
|
|
2025
Q1 | $313K | Buy |
2,434
+801
| +49% | +$102K | ﹤0.01% | 1647 |
|
|
2024
Q4 | $201K | Sell |
1,633
-23
| -1% | -$2.94K | ﹤0.01% | 1820 |
|
|
2024
Q3 | $224K | Sell |
1,656
-84
| -5% | -$11K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $209K | Buy |
1,740
+77
| +5% | +$9.15K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $214K | Buy |
1,663
+73
| +5% | +$9.48K | ﹤0.01% | 1490 |
|
|
2023
Q4 | $213K | Buy |
1,590
+598
| +60% | +$72K | ﹤0.01% | 1405 |
|
|
2023
Q3 | $117K | Sell |
992
-98
| -9% | -$12.4K | ﹤0.01% | 1546 |
|
|
2023
Q2 | $142K | Sell |
1,090
-1
| -0.1% | -$134 | ﹤0.01% | 1391 |
|
|
2023
Q1 | $154K | Buy |
1,091
+22
| +2% | +$3.21K | ﹤0.01% | 1309 |
|
|
2022
Q4 | $153K | Buy |
1,069
+422
| +65% | +$57.6K | ﹤0.01% | 1203 |
|
|
2022
Q3 | $88K | Sell |
647
-54
| -8% | -$8.54K | ﹤0.01% | 1393 |
|
|
2022
Q2 | $112K | Buy |
701
+243
| +53% | +$40.8K | ﹤0.01% | 1275 |
|
|
2022
Q1 | $80K | Buy |
458
+141
| +44% | +$26.2K | ﹤0.01% | 1416 |
|
|
2021
Q4 | $67K | Buy |
+317
| New | +$62.4K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $43K | Hold |
249
| – | – | ﹤0.01% | 1457 |
|
|
2021
Q1 | $43K | Hold |
249
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q4 | $43K | Hold |
249
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q3 | $43K | Hold |
249
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q2 | $43K | Hold |
249
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q1 | $43K | Hold |
249
| – | – | ﹤0.01% | 1457 |
|
|
2019
Q4 | $43K | Hold |
249
| – | – | ﹤0.01% | 1457 |
|
|
2019
Q3 | $43K | Hold |
249
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q2 | $43K | Hold |
249
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q1 | $43K | Buy |
249
+80
| +47% | +$8.89K | ﹤0.01% | 1456 |
|
|
2018
Q4 | $17K | Hold |
169
| – | – | ﹤0.01% | 1192 |
|
|
2018
Q3 | $17K | Hold |
169
| – | – | ﹤0.01% | 999 |
|
|
2018
Q2 | $17K | Hold |
169
| – | – | ﹤0.01% | 875 |
|
|
2018
Q1 | $15K | Sell |
169
-30
| -15% | -$2.65K | ﹤0.01% | 771 |
|
|
2017
Q4 | $18K | Buy |
199
+22
| +12% | +$2.02K | ﹤0.01% | 725 |
|
|
2017
Q3 | $15K | Buy |
+177
| New | +$15.6K | ﹤0.01% | 791 |
|
|
2017
Q2 | – | Sell |
-166
| Closed | -$13K | – | 1308 |
|
|
2017
Q1 | $13K | Buy |
+166
| New | +$13.2K | ﹤0.01% | 695 |
|
Other funds holding SUI
VPM
VCM
Carson Wealth (CWM LLC)'s SUI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Sun Communities (SUI) stake by 51% in Q1 2026, selling an estimated $617K and leaving 4,532 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.
Carson Wealth (CWM LLC) first reported a position in SUI in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.15M in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,532 shares of Sun Communities worth $571K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 4,773 Sun Communities shares in Q1 2026, an estimated $617K.
- Sun Communities made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1915 holding.
- Carson Wealth (CWM LLC) first reported a position in Sun Communities in Q1 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Sun Communities position peaked at $1.15M in Q4 2025.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.