Discipline Wealth Solutions
SUI icon

Discipline Wealth Solutions’s Sun Communities SUI Stock Holding History

Discipline Wealth Solutions’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 		$258K Sell
2,328
-290
-11% -$34.6K 0.02% 177
2026
Q2 		$314K Sell
2,618
-260
-9% -$32.5K 0.03% 162
2026
Q1 		$362K Hold
2,878
– – 0.04% 134
2025
Q4 		$357K Hold
2,878
– – 0.07% 125
2025
Q3 		$371K Buy
+2,878
New +$364K 0.1% 113

Other funds holding SUI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Discipline Wealth Solutions's SUI Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Sun Communities (SUI) stake by 11% in Q3 2026, selling an estimated $34.6K and leaving 2,328 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #177.

Discipline Wealth Solutions first reported a position in SUI in Q3 2025 and has held it in 5 quarters since. The position peaked at $371K in Q3 2025. 51 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Discipline Wealth Solutions held 2,328 shares of Sun Communities worth $258K as of Q3 2026.
  • Discipline Wealth Solutions sold 290 Sun Communities shares in Q3 2026, an estimated $34.6K.
  • Sun Communities made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #177 holding.
  • Discipline Wealth Solutions first reported a position in Sun Communities in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's Sun Communities position peaked at $371K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.