Elyxium Wealth’s Sun Communities SUI Stock Holding History

Elyxium Wealth’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	–	Sell	-6	Closed	-$744	–	1139
2025 Q4	$744	Buy	+6	New	+$751	﹤0.01%	1222

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elyxium Wealth's SUI Position: Q1 2026 in Review

Elyxium Wealth sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 6 shares — an estimated $744 sold.

Elyxium Wealth first reported a position in SUI in Q4 2025 and held it in 1 quarter. The position peaked at $744 in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Elyxium Wealth reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 6 Sun Communities shares in Q1 2026, an estimated $744.
Elyxium Wealth first reported a position in Sun Communities in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's Sun Communities position peaked at $744 in Q4 2025.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.