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Clearstead Advisors’s Sun Communities SUI Stock Holding History

Clearstead Advisors’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 		$17K Buy
+142
New +$17.8K ﹤0.01% 1838
2026
Q1 		– Sell
-36
Closed -$4.46K – 2797
2025
Q4 		$4.46K Hold
36
– – ﹤0.01% 2039
2025
Q3 		$4.64K Buy
+36
New +$4.55K ﹤0.01% 2183
2025
Q2 		– Sell
-3
Closed -$386 – 2871
2025
Q1 		$386 Buy
3
+2
+200% +$256 ﹤0.01% 2091
2024
Q4 		$158 Sell
1
-578
-100% -$74K ﹤0.01% 2038
2024
Q3 		$78.3K Buy
579
+9
+2% +$1.18K ﹤0.01% 1092
2024
Q2 		$68.6K Buy
570
+15
+3% +$1.78K ﹤0.01% 1088
2024
Q1 		$65.4K Buy
555
+75
+16% +$9.74K ﹤0.01% 706
2023
Q4 		$64.2K Sell
480
-13
-3% -$1.57K ﹤0.01% 687
2023
Q3 		$58.3K Sell
493
-230
-32% -$29.2K ﹤0.01% 667
2023
Q2 		$94.3K Buy
723
+240
+50% +$32.1K 0.01% 589
2023
Q1 		$68K Buy
483
+425
+733% +$62.1K 0.01% 591
2022
Q4 		$8.29K Hold
58
– – ﹤0.01% 930
2022
Q3 		$8K Buy
+58
New +$9.17K ﹤0.01% 920
2021
Q4 		– Sell
-115
Closed -$21K – 1429
2021
Q3 		$21K Buy
115
+112
+3,733% +$21.6K ﹤0.01% 809
2021
Q2 		$1K Sell
3
-56
-95% -$9.28K ﹤0.01% 1198
2021
Q1 		$9K Buy
+59
New +$8.71K ﹤0.01% 801

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

Clearstead Advisors's SUI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Sun Communities (SUI) in Q2 2026: 142 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1838 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SUI as recently as Q4 2025.

Clearstead Advisors first reported a position in SUI in Q1 2021 and has held it in 17 quarters since. The position peaked at $94.3K in Q2 2023. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Clearstead Advisors held 142 shares of Sun Communities worth $17K as of Q2 2026.
  • Sun Communities was a new Clearstead Advisors position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1838 holding.
  • Clearstead Advisors first reported a position in Sun Communities in Q1 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's Sun Communities position peaked at $94.3K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.