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Dogwood Wealth Management’s Sun Communities SUI Stock Holding History

Dogwood Wealth Management’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 		$2.64K Buy
22
+10
+83% +$1.25K ﹤0.01% 620
2026
Q1 		$1.51K Buy
+12
New +$1.55K ﹤0.01% 699
2025
Q4 		– Sell
-36
Closed -$4.51K – 818
2025
Q3 		$4.64K Hold
36
– – ﹤0.01% 411
2025
Q2 		$4.58K Buy
+36
New +$4.46K ﹤0.01% 454
2024
Q3 		– Hold
0
– – – 505
2024
Q2 		– Hold
0
– – – 534
2024
Q1 		– Hold
0
– – – 536
2023
Q4 		– Hold
0
– – – 504

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dogwood Wealth Management's SUI Position: Q2 2026 in Review

Dogwood Wealth Management increased its Sun Communities (SUI) stake by 83% in Q2 2026, buying an estimated $1.25K and bringing the position to 22 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Dogwood Wealth Management first reported a position in SUI in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.64K in Q3 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Dogwood Wealth Management held 22 shares of Sun Communities worth $2.64K as of Q2 2026.
  • Dogwood Wealth Management bought 10 Sun Communities shares in Q2 2026, an estimated $1.25K.
  • Sun Communities made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Dogwood Wealth Management first reported a position in Sun Communities in Q2 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's Sun Communities position peaked at $4.64K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.