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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Wealth Strategies's SUI Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Sun Communities (SUI) stake by 42% in Q1 2026, selling an estimated $9.18K and leaving 100 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #216.

Dynamic Wealth Strategies first reported a position in SUI in Q3 2024 and has held it in 6 quarters since. The position peaked at $42.5K in Q1 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Dynamic Wealth Strategies held 100 shares of Sun Communities worth $12.6K as of Q1 2026.
  • Dynamic Wealth Strategies sold 71 Sun Communities shares in Q1 2026, an estimated $9.18K.
  • Sun Communities made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #216 holding.
  • Dynamic Wealth Strategies first reported a position in Sun Communities in Q3 2024 and has held it in 6 quarters since.
  • Dynamic Wealth Strategies's Sun Communities position peaked at $42.5K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.