Creative Planning’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 | $1.72M | Buy |
13,678
+2,700
| +25% | +$349K | ﹤0.01% | 2022 |
|
|
2025
Q4 | $1.36M | Sell |
10,978
-1,070
| -9% | -$134K | ﹤0.01% | 2038 |
|
|
2025
Q3 | $1.55M | Buy |
12,048
+252
| +2% | +$31.9K | ﹤0.01% | 1748 |
|
|
2025
Q2 | $1.49M | Sell |
11,796
-1,370
| -10% | -$170K | ﹤0.01% | 1542 |
|
|
2025
Q1 | $1.69M | Buy |
13,166
+2,238
| +20% | +$286K | ﹤0.01% | 1303 |
|
|
2024
Q4 | $1.34M | Buy |
10,928
+1,437
| +15% | +$184K | ﹤0.01% | 1422 |
|
|
2024
Q3 | $1.28M | Buy |
9,491
+3,439
| +57% | +$452K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $728K | Sell |
6,052
-293
| -5% | -$34.8K | ﹤0.01% | 1646 |
|
|
2024
Q1 | $816K | Buy |
6,345
+1,043
| +20% | +$135K | ﹤0.01% | 1485 |
|
|
2023
Q4 | $709K | Sell |
5,302
-2,220
| -30% | -$267K | ﹤0.01% | 1465 |
|
|
2023
Q3 | $890K | Buy |
7,522
+2,440
| +48% | +$310K | ﹤0.01% | 1220 |
|
|
2023
Q2 | $663K | Sell |
5,082
-73
| -1% | -$9.76K | ﹤0.01% | 1385 |
|
|
2023
Q1 | $726K | Buy |
5,155
+205
| +4% | +$30K | ﹤0.01% | 1245 |
|
|
2022
Q4 | $708K | Buy |
4,950
+564
| +13% | +$77K | ﹤0.01% | 1223 |
|
|
2022
Q3 | $594K | Buy |
4,386
+370
| +9% | +$58.5K | ﹤0.01% | 1225 |
|
|
2022
Q2 | $640K | Buy |
4,016
+537
| +15% | +$90.1K | ﹤0.01% | 1181 |
|
|
2022
Q1 | $610K | Buy |
3,479
+328
| +10% | +$61K | ﹤0.01% | 1227 |
|
|
2021
Q4 | $662K | Buy |
3,151
+640
| +25% | +$126K | ﹤0.01% | 1154 |
|
|
2021
Q3 | $465K | Buy |
2,511
+3
| +0.1% | +$579 | ﹤0.01% | 1346 |
|
|
2021
Q2 | $430K | Buy |
2,508
+91
| +4% | +$15.1K | ﹤0.01% | 1361 |
|
|
2021
Q1 | $363K | Buy |
2,417
+593
| +33% | +$87.6K | ﹤0.01% | 1662 |
|
|
2020
Q4 | $277K | Buy |
1,824
+49
| +3% | +$7.09K | ﹤0.01% | 1680 |
|
|
2020
Q3 | $250K | Buy |
+1,775
| New | +$255K | ﹤0.01% | 1545 |
|
|
2020
Q2 | – | Sell |
-4,804
| Closed | -$600K | – | 2125 |
|
|
2020
Q1 | $600K | Sell |
4,804
-2,168
| -31% | -$327K | ﹤0.01% | 856 |
|
|
2019
Q4 | $1.05M | Buy |
6,972
+307
| +5% | +$47.8K | ﹤0.01% | 772 |
|
|
2019
Q3 | $989K | Buy |
+6,665
| New | +$941K | ﹤0.01% | 767 |
|
|
2017
Q3 | – | Sell |
-390
| Closed | -$34K | – | 3498 |
|
|
2017
Q2 | $34K | Buy |
390
+55
| +16% | +$4.71K | ﹤0.01% | 2812 |
|
|
2017
Q1 | $27K | Hold |
335
| – | – | ﹤0.01% | 2925 |
|
|
2016
Q4 | $26K | Sell |
335
-61
| -15% | -$4.56K | ﹤0.01% | 2901 |
|
|
2016
Q3 | $31K | Sell |
396
-100
| -20% | -$7.75K | ﹤0.01% | 2717 |
|
|
2016
Q2 | $38K | Buy |
496
+35
| +8% | +$2.47K | ﹤0.01% | 2336 |
|
|
2016
Q1 | $33K | Sell |
461
-225
| -33% | -$15.2K | ﹤0.01% | 2393 |
|
|
2015
Q4 | $47K | Buy |
686
+325
| +90% | +$21.9K | ﹤0.01% | 2169 |
|
|
2015
Q3 | $24K | Buy |
+361
| New | +$24.1K | ﹤0.01% | 2592 |
|
|
2015
Q2 | – | Sell |
-1,108
| Closed | -$74K | – | 2782 |
|
|
2015
Q1 | $74K | Buy |
1,108
+300
| +37% | +$20.1K | ﹤0.01% | 1748 |
|
|
2014
Q4 | $49K | Sell |
808
-1,250
| -61% | -$71.2K | ﹤0.01% | 2024 |
|
|
2014
Q3 | $104K | Buy |
2,058
+1,250
| +155% | +$65.6K | ﹤0.01% | 1445 |
|
|
2014
Q2 | $40K | Hold |
808
| – | – | ﹤0.01% | 2028 |
|
|
2014
Q1 | $36K | Hold |
808
| – | – | ﹤0.01% | 2013 |
|
|
2013
Q4 | $34K | Sell |
808
-233
| -22% | -$9.91K | ﹤0.01% | 1861 |
|
|
2013
Q3 | $44K | Buy |
1,041
+211
| +25% | +$9.96K | ﹤0.01% | 1592 |
|
|
2013
Q2 | $41K | Buy |
+830
| New | +$41.8K | ﹤0.01% | 1490 |
|
Other funds holding SUI
VPM
VCM
Creative Planning's SUI Position: Q1 2026 in Review
Creative Planning increased its Sun Communities (SUI) stake by 25% in Q1 2026, buying an estimated $349K and bringing the position to 13,678 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2022.
Creative Planning first reported a position in SUI in Q2 2013 and has held it in 42 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- Creative Planning held 13,678 shares of Sun Communities worth $1.72M as of Q1 2026.
- Creative Planning bought 2,700 Sun Communities shares in Q1 2026, an estimated $349K.
- Sun Communities made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2022 holding.
- Creative Planning first reported a position in Sun Communities in Q2 2013 and has held it in 42 quarters since.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.