Elevation Wealth Partners
SUI icon

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
Q3 		– Sell
-7
Closed -$840 – 1400
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Elevation Wealth Partners's SUI Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Sun Communities (SUI) in Q3 2026, closing a stake of 7 shares — an estimated $840 sold.

Elevation Wealth Partners first reported a position in SUI in Q4 2023 and held it in 6 quarters. The position peaked at $8.28K in Q4 2023. 148 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Sun Communities position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 7 Sun Communities shares in Q3 2026, an estimated $840.
  • Elevation Wealth Partners first reported a position in Sun Communities in Q4 2023 and held it in 6 quarters.
  • Elevation Wealth Partners's Sun Communities position peaked at $8.28K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.