Commonwealth Equity Services’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 | $406K | Sell |
3,227
-5,233
| -62% | -$676K | ﹤0.01% | 3395 |
|
|
2025
Q4 | $1.05M | Sell |
8,460
-68
| -0.8% | -$8.51K | ﹤0.01% | 2540 |
|
|
2025
Q3 | $1.1M | Sell |
8,528
-423
| -5% | -$53.5K | ﹤0.01% | 2521 |
|
|
2025
Q2 | $1.13M | Buy |
8,951
+473
| +6% | +$58.7K | ﹤0.01% | 2461 |
|
|
2025
Q1 | $1.09M | Buy |
8,478
+472
| +6% | +$60.3K | ﹤0.01% | 2384 |
|
|
2024
Q4 | $985K | Sell |
8,006
-166
| -2% | -$21.3K | ﹤0.01% | 2398 |
|
|
2024
Q3 | $1.1M | Sell |
8,172
-204
| -2% | -$26.8K | ﹤0.01% | 2268 |
|
|
2024
Q2 | $1.01M | Sell |
8,376
-901
| -10% | -$107K | ﹤0.01% | 2276 |
|
|
2024
Q1 | $1.19M | Buy |
9,277
+959
| +12% | +$124K | ﹤0.01% | 2123 |
|
|
2023
Q4 | $1.11M | Buy |
8,318
+216
| +3% | +$26K | ﹤0.01% | 2104 |
|
|
2023
Q3 | $959K | Buy |
8,102
+155
| +2% | +$19.7K | ﹤0.01% | 2104 |
|
|
2023
Q2 | $1.04M | Sell |
7,947
-1,415
| -15% | -$189K | ﹤0.01% | 2058 |
|
|
2023
Q1 | $1.32K | Sell |
9,362
-935
| -9% | -$137K | ﹤0.01% | 1849 |
|
|
2022
Q4 | $1.47M | Sell |
10,297
-293
| -3% | -$40K | ﹤0.01% | 1695 |
|
|
2022
Q3 | $1.43M | Sell |
10,590
-642
| -6% | -$102K | ﹤0.01% | 1649 |
|
|
2022
Q2 | $1.79M | Sell |
11,232
-344
| -3% | -$57.7K | ﹤0.01% | 1501 |
|
|
2022
Q1 | $2.03M | Sell |
11,576
-420
| -4% | -$78.1K | ﹤0.01% | 1498 |
|
|
2021
Q4 | $2.52M | Buy |
11,996
+615
| +5% | +$121K | 0.01% | 1352 |
|
|
2021
Q3 | $2.11M | Sell |
11,381
-713
| -6% | -$138K | 0.01% | 1400 |
|
|
2021
Q2 | $2.07M | Buy |
12,094
+684
| +6% | +$113K | 0.01% | 1403 |
|
|
2021
Q1 | $1.71M | Buy |
11,410
+81
| +0.7% | +$12K | ﹤0.01% | 1432 |
|
|
2020
Q4 | $1.72M | Sell |
11,329
-593
| -5% | -$85.8K | 0.01% | 1306 |
|
|
2020
Q3 | $1.68M | Sell |
11,922
-124
| -1% | -$17.8K | 0.01% | 1192 |
|
|
2020
Q2 | $1.63M | Sell |
12,046
-1,184
| -9% | -$157K | 0.01% | 1130 |
|
|
2020
Q1 | $1.65M | Sell |
13,230
-1,541
| -10% | -$233K | 0.01% | 985 |
|
|
2019
Q4 | $2.22M | Buy |
14,771
+1,179
| +9% | +$184K | 0.01% | 973 |
|
|
2019
Q3 | $2.02M | Buy |
13,592
+715
| +6% | +$101K | 0.01% | 971 |
|
|
2019
Q2 | $1.65M | Buy |
12,877
+392
| +3% | +$48.7K | 0.01% | 1059 |
|
|
2019
Q1 | $1.48M | Sell |
12,485
-625
| -5% | -$69.5K | 0.01% | 1071 |
|
|
2018
Q4 | $1.33M | Sell |
13,110
-805
| -6% | -$82K | 0.01% | 1035 |
|
|
2018
Q3 | $1.41M | Buy |
13,915
+1,799
| +15% | +$180K | 0.01% | 1107 |
|
|
2018
Q2 | $1.19M | Sell |
12,116
-42
| -0.3% | -$3.95K | 0.01% | 1190 |
|
|
2018
Q1 | $1.11M | Sell |
12,158
-2,151
| -15% | -$190K | 0.01% | 1193 |
|
|
2017
Q4 | $1.33M | Buy |
14,309
+231
| +2% | +$21.2K | 0.01% | 1071 |
|
|
2017
Q3 | $1.21M | Buy |
14,078
+78
| +0.6% | +$6.89K | 0.01% | 1087 |
|
|
2017
Q2 | $1.23M | Buy |
14,000
+21
| +0.2% | +$1.8K | 0.01% | 1038 |
|
|
2017
Q1 | $1.12M | Buy |
13,979
+840
| +6% | +$66.9K | 0.01% | 1060 |
|
|
2016
Q4 | $1.01M | Sell |
13,139
-3
| -0% | -$224 | 0.01% | 1032 |
|
|
2016
Q3 | $1.03M | Sell |
13,142
-202
| -2% | -$15.7K | 0.01% | 985 |
|
|
2016
Q2 | $1.02M | Sell |
13,344
-1,094
| -8% | -$77.2K | 0.01% | 969 |
|
|
2016
Q1 | $1.03M | Buy |
14,438
+3,206
| +29% | +$216K | 0.01% | 925 |
|
|
2015
Q4 | $770K | Buy |
11,232
+56
| +0.5% | +$3.77K | 0.01% | 1067 |
|
|
2015
Q3 | $757K | Sell |
11,176
-294
| -3% | -$19.6K | 0.01% | 1027 |
|
|
2015
Q2 | $709K | Sell |
11,470
-193
| -2% | -$12.2K | 0.01% | 1143 |
|
|
2015
Q1 | $778K | Buy |
11,663
+644
| +6% | +$43.3K | 0.01% | 1088 |
|
|
2014
Q4 | $666K | Hold |
11,019
| – | – | 0.01% | 1106 |
|
|
2014
Q3 | $556K | Sell |
11,019
-1,619
| -13% | -$84.9K | 0.01% | 1179 |
|
|
2014
Q2 | $630K | Hold |
12,638
| – | – | 0.01% | 1106 |
|
|
2014
Q1 | $570K | Hold |
12,638
| – | – | 0.01% | 1093 |
|
|
2013
Q4 | $539K | Buy |
12,638
+34
| +0.3% | +$1.45K | 0.01% | 1102 |
|
|
2013
Q3 | $537K | Sell |
12,604
-1,700
| -12% | -$80.2K | 0.01% | 1060 |
|
|
2013
Q2 | $712K | Buy |
+14,304
| New | +$720K | 0.01% | 847 |
|
Other funds holding SUI
VPM
VCM
Commonwealth Equity Services's SUI Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Sun Communities (SUI) stake by 62% in Q1 2026, selling an estimated $676K and leaving 3,227 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #3395.
Commonwealth Equity Services first reported a position in SUI in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.52M in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- Commonwealth Equity Services held 3,227 shares of Sun Communities worth $406K as of Q1 2026.
- Commonwealth Equity Services sold 5,233 Sun Communities shares in Q1 2026, an estimated $676K.
- Sun Communities made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3395 holding.
- Commonwealth Equity Services first reported a position in Sun Communities in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Sun Communities position peaked at $2.52M in Q4 2021.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.