Center for Financial Planning’s Sun Communities SUI Stock Holding History

Center for Financial Planning’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	$360	Buy	+3	New	+$375	﹤0.01%	631

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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 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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Center for Financial Planning's SUI Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Sun Communities (SUI) in Q2 2026: 3 shares worth $360. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings.

91 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Center for Financial Planning held 3 shares of Sun Communities worth $360 as of Q2 2026.
Sun Communities was a new Center for Financial Planning position in Q2 2026.
Sun Communities made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #631 holding.
91 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.