Elevation Wealth Partners’s Sun Communities SUI Stock Holding History

Elevation Wealth Partners’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	$840	Sell	7 -11	-61%	-$1.38K	﹤0.01%	1269
2026 Q1	$2.27K	Buy	18 +5	+38%	+$646	﹤0.01%	884
2025 Q4	$1.61K	Buy	13 +11	+550%	+$1.38K	﹤0.01%	817
2025 Q3	$258	Buy	+2	New	+$253	﹤0.01%	848
2024 Q3	–	Sell	-32	Closed	-$3.85K	–	535
2024 Q2	$3.85K	Buy	+32	New	+$3.8K	﹤0.01%	402
2024 Q1	–	Sell	-70	Closed	-$8.28K	–	504
2023 Q4	$8.28K	Buy	+70	New	+$8.43K	0.01%	345

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Elevation Wealth Partners's SUI Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Sun Communities (SUI) stake by 61% in Q2 2026, selling an estimated $1.38K and leaving 7 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Elevation Wealth Partners first reported a position in SUI in Q4 2023 and has held it in 6 quarters since. The position peaked at $8.28K in Q4 2023. 64 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Elevation Wealth Partners held 7 shares of Sun Communities worth $840 as of Q2 2026.
Elevation Wealth Partners sold 11 Sun Communities shares in Q2 2026, an estimated $1.38K.
Sun Communities made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1269 holding.
Elevation Wealth Partners first reported a position in Sun Communities in Q4 2023 and has held it in 6 quarters since.
Elevation Wealth Partners's Sun Communities position peaked at $8.28K in Q4 2023.
64 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.