Dynamic Wealth Strategies’s Sun Communities SUI Stock Holding History

Dynamic Wealth Strategies’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	$12K	Hold	100	–	–	0.01%	226
2026 Q1	$12.6K	Sell	100 -71	-42%	-$9.18K	0.01%	216
2025 Q4	$21.2K	Hold	171	–	–	0.01%	179
2025 Q3	$22.1K	Hold	171	–	–	0.01%	171
2025 Q2	$21.6K	Sell	171 -159	-48%	-$19.7K	0.02%	162
2025 Q1	$42.5K	Buy	+330	New	+$42.2K	0.04%	128
2024 Q4	–	Sell	-236	Closed	-$32K	–	206
2024 Q3	$32K	Buy	+236	New	+$31K	0.03%	157

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dynamic Wealth Strategies's SUI Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Sun Communities (SUI) position steady in Q2 2026 at 100 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #226.

Dynamic Wealth Strategies first reported a position in SUI in Q3 2024 and has held it in 7 quarters since. The position peaked at $42.5K in Q1 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Dynamic Wealth Strategies held 100 shares of Sun Communities worth $12K as of Q2 2026.
Dynamic Wealth Strategies left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #226 holding.
Dynamic Wealth Strategies first reported a position in Sun Communities in Q3 2024 and has held it in 7 quarters since.
Dynamic Wealth Strategies's Sun Communities position peaked at $42.5K in Q1 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.