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 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's SUI Position: Q1 2026 in Review

Cornerstone Planning Group increased its Sun Communities (SUI) stake by 68% in Q1 2026, buying an estimated $3.62K and bringing the position to 69 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Cornerstone Planning Group first reported a position in SUI in Q4 2022 and has held it in 9 quarters since. The position peaked at $23.9K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Cornerstone Planning Group held 69 shares of Sun Communities worth $8.54K as of Q1 2026.
Cornerstone Planning Group bought 28 Sun Communities shares in Q1 2026, an estimated $3.62K.
Sun Communities made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #945 holding.
Cornerstone Planning Group first reported a position in Sun Communities in Q4 2022 and has held it in 9 quarters since.
Cornerstone Planning Group's Sun Communities position peaked at $23.9K in Q3 2025.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.