Envestnet Asset Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.7M | Buy |
247,912
+71,709
| +41% | +$8.97M | 0.01% | 1170 |
|
|
2026
Q1 | $22.2M | Buy |
176,203
+12,864
| +8% | +$1.66M | 0.01% | 1279 |
|
|
2025
Q4 | $20.2M | Sell |
163,339
-8,050
| -5% | -$1.01M | 0.01% | 1198 |
|
|
2025
Q3 | $22.1M | Sell |
171,389
-8,241
| -5% | -$1.04M | 0.01% | 1213 |
|
|
2025
Q2 | $22.7M | Sell |
179,630
-30,292
| -14% | -$3.76M | 0.01% | 1174 |
|
|
2025
Q1 | $27M | Sell |
209,922
-807
| -0.4% | -$103K | 0.01% | 1004 |
|
|
2024
Q4 | $25.9M | Sell |
210,729
-19,514
| -8% | -$2.5M | 0.01% | 1039 |
|
|
2024
Q3 | $31.1M | Buy |
230,243
+12,899
| +6% | +$1.7M | 0.01% | 945 |
|
|
2024
Q2 | $26.2M | Sell |
217,344
-15,824
| -7% | -$1.88M | 0.01% | 973 |
|
|
2024
Q1 | $30M | Sell |
233,168
-38,936
| -14% | -$5.05M | 0.01% | 893 |
|
|
2023
Q4 | $36.4M | Buy |
272,104
+11,148
| +4% | +$1.34M | 0.02% | 747 |
|
|
2023
Q3 | $30.9M | Buy |
260,956
+96,207
| +58% | +$12.2M | 0.01% | 764 |
|
|
2023
Q2 | $21.5M | Buy |
164,749
+3,601
| +2% | +$482K | 0.01% | 892 |
|
|
2023
Q1 | $22.7M | Buy |
161,148
+7,834
| +5% | +$1.14M | 0.01% | 816 |
|
|
2022
Q4 | $21.9M | Sell |
153,314
-18,543
| -11% | -$2.53M | 0.01% | 814 |
|
|
2022
Q3 | $23.3M | Buy |
171,857
+7,585
| +5% | +$1.2M | 0.01% | 700 |
|
|
2022
Q2 | $26.2M | Buy |
164,272
+12,606
| +8% | +$2.12M | 0.01% | 664 |
|
|
2022
Q1 | $26.6M | Buy |
151,666
+7,750
| +5% | +$1.44M | 0.01% | 720 |
|
|
2021
Q4 | $30.2M | Buy |
143,916
+16,125
| +13% | +$3.18M | 0.01% | 670 |
|
|
2021
Q3 | $23.7M | Buy |
127,791
+3,508
| +3% | +$677K | 0.01% | 725 |
|
|
2021
Q2 | $21.3M | Buy |
124,283
+2,933
| +2% | +$486K | 0.01% | 760 |
|
|
2021
Q1 | $18.2M | Buy |
121,350
+11,497
| +10% | +$1.7M | 0.01% | 754 |
|
|
2020
Q4 | $16.7M | Buy |
109,853
+21,433
| +24% | +$3.1M | 0.01% | 694 |
|
|
2020
Q3 | $12.4M | Sell |
88,420
-1,860
| -2% | -$267K | 0.01% | 732 |
|
|
2020
Q2 | $12.2M | Sell |
90,280
-19,297
| -18% | -$2.56M | 0.01% | 703 |
|
|
2020
Q1 | $13.7M | Buy |
109,577
+1,337
| +1% | +$202K | 0.02% | 562 |
|
|
2019
Q4 | $16.2M | Sell |
108,240
-429,095
| -80% | -$66.8M | 0.02% | 599 |
|
|
2019
Q3 | $79.8M | Buy |
537,335
+440,164
| +453% | +$62.2M | 0.09% | 174 |
|
|
2019
Q2 | $12.5M | Sell |
97,171
-899
| -0.9% | -$112K | 0.02% | 632 |
|
|
2019
Q1 | $11.6M | Buy |
98,070
+15,228
| +18% | +$1.69M | 0.02% | 627 |
|
|
2018
Q4 | $8.43M | Buy |
82,842
+77,583
| +1,475% | +$7.9M | 0.01% | 662 |
|
|
2018
Q3 | $534K | Sell |
5,259
-25,026
| -83% | -$2.5M | ﹤0.01% | 906 |
|
|
2018
Q2 | $2.96M | Buy |
30,285
+3,522
| +13% | +$331K | 0.01% | 674 |
|
|
2018
Q1 | $2.44M | Sell |
26,763
-17,148
| -39% | -$1.51M | 0.01% | 638 |
|
|
2017
Q4 | $4.07M | Buy |
43,911
+354
| +0.8% | +$32.5K | 0.01% | 666 |
|
|
2017
Q3 | $3.73M | Sell |
43,557
-849
| -2% | -$75.1K | 0.01% | 667 |
|
|
2017
Q2 | $3.89M | Sell |
44,406
-2,909
| -6% | -$249K | 0.01% | 660 |
|
|
2017
Q1 | $3.8M | Sell |
47,315
-323
| -0.7% | -$25.7K | 0.01% | 675 |
|
|
2016
Q4 | $3.65M | Buy |
47,638
+3,690
| +8% | +$276K | 0.01% | 663 |
|
|
2016
Q3 | $3.45M | Sell |
43,948
-8,170
| -16% | -$634K | 0.01% | 730 |
|
|
2016
Q2 | $3.99M | Buy |
52,118
+4,680
| +10% | +$330K | 0.02% | 718 |
|
|
2016
Q1 | $3.4M | Buy |
47,438
+4,523
| +11% | +$305K | 0.01% | 741 |
|
|
2015
Q4 | $2.94M | Buy |
42,915
+10,612
| +33% | +$715K | 0.01% | 777 |
|
|
2015
Q3 | $2.19M | Sell |
32,303
-10
| -0% | -$666 | 0.01% | 913 |
|
|
2015
Q2 | $2M | Sell |
32,313
-781
| -2% | -$49.5K | 0.01% | 1048 |
|
|
2015
Q1 | $2.21M | Buy |
33,094
+32,890
| +16,123% | +$2.21M | 0.01% | 923 |
|
|
2014
Q4 | $12K | Sell |
204
-224
| -52% | -$12.8K | ﹤0.01% | 1914 |
|
|
2014
Q3 | $22K | Buy |
428
+247
| +136% | +$13K | ﹤0.01% | 1845 |
|
|
2014
Q2 | $9K | Buy |
+181
| New | +$8.53K | ﹤0.01% | 2099 |
|
|
2013
Q4 | – | Sell |
-21
| Closed | -$1K | – | 2541 |
|
|
2013
Q3 | $1K | Sell |
21
-186
| -90% | -$8.78K | ﹤0.01% | 2316 |
|
|
2013
Q2 | $10K | Buy |
+207
| New | +$10.4K | ﹤0.01% | 1663 |
|
Other funds holding SUI
Envestnet Asset Management's SUI Position: Q2 2026 in Review
Envestnet Asset Management increased its Sun Communities (SUI) stake by 41% in Q2 2026, buying an estimated $8.97M and bringing the position to 247,912 shares worth $29.7M. The position accounts for 0.01% of the portfolio, ranked #1170.
Envestnet Asset Management first reported a position in SUI in Q2 2013 and has held it in 51 quarters since. The position peaked at $79.8M in Q3 2019. 528 funds tracked by Wall St. Rank hold SUI as of Q2 2026.
- Envestnet Asset Management held 247,912 shares of Sun Communities worth $29.7M as of Q2 2026.
- Envestnet Asset Management bought 71,709 Sun Communities shares in Q2 2026, an estimated $8.97M.
- Sun Communities made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1170 holding.
- Envestnet Asset Management first reported a position in Sun Communities in Q2 2013 and has held it in 51 quarters since.
- Envestnet Asset Management's Sun Communities position peaked at $79.8M in Q3 2019.
- 528 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.