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EverSource Wealth Advisors’s Sun Communities SUI Stock Holding History

EverSource Wealth Advisors’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 		$124K Buy
982
+209
+27% +$27K ﹤0.01% 1306
2025
Q4 		$95.8K Buy
773
+90
+13% +$11.3K ﹤0.01% 1337
2025
Q3 		$88.1K Buy
683
+68
+11% +$8.6K ﹤0.01% 1352
2025
Q2 		$77.8K Buy
615
+184
+43% +$22.8K ﹤0.01% 1340
2025
Q1 		$55.4K Sell
431
-1,183
-73% -$151K ﹤0.01% 1192
2024
Q4 		$198K Buy
1,614
+1,528
+1,777% +$196K 0.01% 658
2024
Q3 		$11.6K Buy
86
+6
+8% +$789 ﹤0.01% 1774
2024
Q2 		$10.1K Buy
80
+5
+7% +$594 ﹤0.01% 1848
2024
Q1 		$8.35K Buy
75
+31
+70% +$4.02K ﹤0.01% 1790
2023
Q4 		$5.88K Sell
44
-9
-17% -$1.08K ﹤0.01% 1794
2023
Q3 		$6.27K Buy
53
+14
+36% +$1.78K ﹤0.01% 1605
2023
Q2 		$5.09K Hold
39
– – ﹤0.01% 1728
2023
Q1 		$5.5K Sell
39
-26
-40% -$3.8K ﹤0.01% 1611
2022
Q4 		$9.29K Buy
65
+26
+67% +$3.55K ﹤0.01% 1360
2022
Q3 		$6K Buy
+39
New +$6.17K ﹤0.01% 1321
2022
Q1 		– Sell
-52
Closed -$11K – 1839
2021
Q4 		$11K Buy
+52
New +$10.2K ﹤0.01% 938

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's SUI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Sun Communities (SUI) stake by 27% in Q1 2026, buying an estimated $27K and bringing the position to 982 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

EverSource Wealth Advisors first reported a position in SUI in Q4 2021 and has held it in 16 quarters since. The position peaked at $198K in Q4 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • EverSource Wealth Advisors held 982 shares of Sun Communities worth $124K as of Q1 2026.
  • EverSource Wealth Advisors bought 209 Sun Communities shares in Q1 2026, an estimated $27K.
  • Sun Communities made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1306 holding.
  • EverSource Wealth Advisors first reported a position in Sun Communities in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Sun Communities position peaked at $198K in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.