Cornerstone Planning Group’s Sun Communities SUI Stock Holding History

Cornerstone Planning Group’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	–	Sell	-56	Closed	-$6.74K	–	1502
2026 Q2	$6.74K	Sell	56 -13	-19%	-$1.63K	﹤0.01%	1008
2026 Q1	$8.54K	Buy	69 +28	+68%	+$3.62K	﹤0.01%	945
2025 Q4	$5.08K	Sell	41 -350	-90%	-$43.8K	﹤0.01%	984
2025 Q3	$23.9K	Buy	391 +378	+2,908%	+$47.8K	﹤0.01%	524
2025 Q2	$1.65K	Buy	13 +4	+44%	+$496	﹤0.01%	995
2025 Q1	$1.1K	Buy	9 +3	+50%	+$384	﹤0.01%	1111
2024 Q4	$787	Buy	6 +3	+100%	+$384	﹤0.01%	1015
2024 Q3	$394	Buy	+3	New	+$394	﹤0.01%	1135
2023 Q3	–	Sell	-11	Closed	-$1.44K	–	1297
2023 Q2	$1.44K	Buy	+11	New	+$1.47K	﹤0.01%	1264
2022 Q4	$1.61K	Buy	+11	New	+$1.5K	﹤0.01%	1248

Other funds holding SUI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Cornerstone Planning Group's SUI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Sun Communities (SUI) in Q3 2026, closing a stake of 56 shares — an estimated $6.74K sold.

Cornerstone Planning Group first reported a position in SUI in Q4 2022 and held it in 10 quarters. The position peaked at $23.9K in Q3 2025. 87 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Cornerstone Planning Group reported no remaining Sun Communities position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 56 Sun Communities shares in Q3 2026, an estimated $6.74K.
Cornerstone Planning Group first reported a position in Sun Communities in Q4 2022 and held it in 10 quarters.
Cornerstone Planning Group's Sun Communities position peaked at $23.9K in Q3 2025.
87 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.