Center for Financial Planning
SUI icon

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
Q3 		$332 Hold
3
– – ﹤0.01% 771
2026
Q2 		$360 Buy
+3
New +$375 ﹤0.01% 631

Other funds holding SUI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Center for Financial Planning's SUI Position: Q3 2026 in Review

Center for Financial Planning held its Sun Communities (SUI) position steady in Q3 2026 at 3 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Center for Financial Planning first reported a position in SUI in Q2 2026 and has held it in 2 quarters since. The position peaked at $360 in Q2 2026. 353 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Center for Financial Planning held 3 shares of Sun Communities worth $332 as of Q3 2026.
  • Center for Financial Planning left its Sun Communities share count unchanged in Q3 2026.
  • Sun Communities made up ﹤0.01% of Center for Financial Planning's portfolio in Q3 2026, its #771 holding.
  • Center for Financial Planning first reported a position in Sun Communities in Q2 2026 and has held it in 2 quarters since.
  • Center for Financial Planning's Sun Communities position peaked at $360 in Q2 2026.
  • 353 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.