Evolve Private Wealth’s Sun Communities SUI Stock Holding History

Evolve Private 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 Q2	$293K	Buy	+2,419	New	+$303K	0.02%	735

Other funds holding SUI

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T 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

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

Evolve Private Wealth's SUI Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Sun Communities (SUI) in Q2 2026: 2,419 shares worth $293K. The stake represents 0.02% of the portfolio and ranks #735 among its holdings.

527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Evolve Private Wealth held 2,419 shares of Sun Communities worth $293K as of Q2 2026.
Sun Communities was a new Evolve Private Wealth position in Q2 2026.
Sun Communities made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #735 holding.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.