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Cornerstone Financial Management’s Sun Communities SUI Stock Holding History

Cornerstone Financial Management’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 		$480 Hold
4
– – ﹤0.01% 1410
2026
Q1 		$504 Hold
4
– – ﹤0.01% 1197
2025
Q4 		$496 Buy
+4
New +$501 ﹤0.01% 1179

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

Cornerstone Financial Management's SUI Position: Q2 2026 in Review

Cornerstone Financial Management held its Sun Communities (SUI) position steady in Q2 2026 at 4 shares worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Cornerstone Financial Management first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $504 in Q1 2026. 528 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Cornerstone Financial Management held 4 shares of Sun Communities worth $480 as of Q2 2026.
  • Cornerstone Financial Management left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1410 holding.
  • Cornerstone Financial Management first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Sun Communities position peaked at $504 in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.