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D.A. Davidson & Co’s Sun Communities SUI Stock Holding History

D.A. Davidson & Co’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 		$531K Buy
4,425
+1,056
+31% +$132K ﹤0.01% 1196
2026
Q1 		$424K Sell
3,369
-545
-14% -$70.4K ﹤0.01% 1229
2025
Q4 		$485K Buy
3,914
+598
+18% +$74.8K ﹤0.01% 1156
2025
Q3 		$428K Buy
3,316
+1,431
+76% +$181K ﹤0.01% 1186
2025
Q2 		$239K Buy
1,885
+30
+2% +$3.72K ﹤0.01% 1295
2025
Q1 		$239K Buy
+1,855
New +$237K ﹤0.01% 1262
2019
Q4 		– Sell
-1,370
Closed -$203K – 1059
2019
Q3 		$203K Sell
1,370
-477
-26% -$67.4K ﹤0.01% 919
2019
Q2 		$237K Buy
+1,847
New +$229K ﹤0.01% 847
2017
Q3 		– Sell
-1,577
Closed -$138K – 1880
2017
Q2 		$138K Sell
1,577
-76
-5% -$6.52K ﹤0.01% 1124
2017
Q1 		$132K Buy
1,653
+7
+0.4% +$558 ﹤0.01% 1119
2016
Q4 		$126K Buy
1,646
+7
+0.4% +$523 ﹤0.01% 1196
2016
Q3 		$128K Buy
1,639
+8
+0.5% +$620 ﹤0.01% 1141
2016
Q2 		$124K Buy
1,631
+8
+0.5% +$565 ﹤0.01% 1043
2016
Q1 		$116K Sell
1,623
-86
-5% -$5.8K ﹤0.01% 1063
2015
Q4 		$117K Buy
1,709
+9
+0.5% +$606 ﹤0.01% 1054
2015
Q3 		$115K Sell
1,700
-140
-8% -$9.33K ﹤0.01% 1040
2015
Q2 		$113K Buy
1,840
+11
+0.6% +$697 ﹤0.01% 1100
2015
Q1 		$122K Buy
1,829
+10
+0.5% +$672 ﹤0.01% 1054
2014
Q4 		$109K Buy
1,819
+778
+75% +$44.3K ﹤0.01% 1088
2014
Q3 		$52K Sell
1,041
-169
-14% -$8.87K ﹤0.01% 1392
2014
Q2 		$60K Buy
1,210
+17
+1% +$801 ﹤0.01% 1352
2014
Q1 		$53K Buy
1,193
+17
+1% +$766 ﹤0.01% 1376
2013
Q4 		$50K Buy
+1,176
New +$50K ﹤0.01% 1329

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

D.A. Davidson & Co's SUI Position: Q2 2026 in Review

D.A. Davidson & Co increased its Sun Communities (SUI) stake by 31% in Q2 2026, buying an estimated $132K and bringing the position to 4,425 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

D.A. Davidson & Co first reported a position in SUI in Q4 2013 and has held it in 23 quarters since. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • D.A. Davidson & Co held 4,425 shares of Sun Communities worth $531K as of Q2 2026.
  • D.A. Davidson & Co bought 1,056 Sun Communities shares in Q2 2026, an estimated $132K.
  • Sun Communities made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1196 holding.
  • D.A. Davidson & Co first reported a position in Sun Communities in Q4 2013 and has held it in 23 quarters since.
  • 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.