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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 – 826
2025
Q3 		$4.64K Hold
36
– – ﹤0.01% 411
2025
Q2 		$4.58K Buy
+36
New +$4.46K ﹤0.01% 454
2024
Q4 		– Hold
0
– -$2 – 598
2024
Q3 		– Hold
0
– – – 505
2024
Q2 		– Hold
0
– – – 534
2024
Q1 		– Hold
0
– – – 536
2023
Q4 		– Hold
0
– – – 504

Other funds holding SUI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return