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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
Q2 		$90.6K Sell
756
-226
-23% -$28.3K ﹤0.01% 1438
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EverSource Wealth Advisors's SUI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sun Communities (SUI) stake by 23% in Q2 2026, selling an estimated $28.3K and leaving 756 shares worth $90.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

EverSource Wealth Advisors first reported a position in SUI in Q4 2021 and has held it in 17 quarters since. The position peaked at $198K in Q4 2024. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • EverSource Wealth Advisors held 756 shares of Sun Communities worth $90.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 226 Sun Communities shares in Q2 2026, an estimated $28.3K.
  • Sun Communities made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1438 holding.
  • EverSource Wealth Advisors first reported a position in Sun Communities in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Sun Communities position peaked at $198K in Q4 2024.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.