Envestnet Portfolio Solutions’s Sun Communities SUI Stock Holding History

Envestnet Portfolio Solutions’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	-1,623	Closed	-$201K	–	1498
2025 Q4	$201K	Sell	1,623 -47	-3%	-$5.88K	﹤0.01%	1460
2025 Q3	$215K	Sell	1,670 -697	-29%	-$88.1K	﹤0.01%	1397
2025 Q2	$299K	Sell	2,367 -1,316	-36%	-$163K	﹤0.01%	1335
2025 Q1	$474K	Sell	3,683 -1,929	-34%	-$247K	﹤0.01%	1075
2024 Q4	$690K	Buy	5,612 +76	+1%	+$9.73K	﹤0.01%	1085
2024 Q3	$748K	Sell	5,536 -30	-0.5%	-$3.94K	﹤0.01%	1017
2024 Q2	$670K	Sell	5,566 -337	-6%	-$40K	﹤0.01%	1008
2024 Q1	$759K	Sell	5,903 -3,041	-34%	-$395K	﹤0.01%	948
2023 Q4	$1.2M	Buy	8,944 +75	+0.8%	+$9.03K	0.01%	744
2023 Q3	$1.05M	Buy	+8,869	New	+$1.13M	0.01%	740

Other funds holding SUI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's SUI Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 1,623 shares — an estimated $201K sold.

Envestnet Portfolio Solutions first reported a position in SUI in Q3 2023 and held it in 10 quarters. The position peaked at $1.2M in Q4 2023. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,623 Sun Communities shares in Q1 2026, an estimated $201K.
Envestnet Portfolio Solutions first reported a position in Sun Communities in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Sun Communities position peaked at $1.2M in Q4 2023.
513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.