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 Q3	$11.1K	Hold	100	–	–	0.01%	237
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Gulf International Bank (UK) London, United Kingdom $5.19B AUM 34.99% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Dynamic Wealth Strategies's SUI Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Sun Communities (SUI) position steady in Q3 2026 at 100 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #237.

Dynamic Wealth Strategies first reported a position in SUI in Q3 2024 and has held it in 8 quarters since. The position peaked at $42.5K in Q1 2025. 55 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Dynamic Wealth Strategies held 100 shares of Sun Communities worth $11.1K as of Q3 2026.
Dynamic Wealth Strategies left its Sun Communities share count unchanged in Q3 2026.
Sun Communities made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #237 holding.
Dynamic Wealth Strategies first reported a position in Sun Communities in Q3 2024 and has held it in 8 quarters since.
Dynamic Wealth Strategies's Sun Communities position peaked at $42.5K in Q1 2025.
55 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.