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Farther Finance Advisors’s Sun Communities SUI Stock Holding History

Farther Finance 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
Q3 		$138K Buy
1,244
+297
+31% +$35.5K ﹤0.01% 2597
2026
Q2 		$114K Buy
947
+578
+157% +$72.3K ﹤0.01% 2620
2026
Q1 		$47K Sell
369
-113
-23% -$14.6K ﹤0.01% 3035
2025
Q4 		$59.7K Buy
482
+169
+54% +$21.2K ﹤0.01% 2697
2025
Q3 		$40.4K Buy
313
+201
+179% +$25.4K ﹤0.01% 2572
2025
Q2 		$14.2K Sell
112
-225
-67% -$27.9K ﹤0.01% 2881
2025
Q1 		$43.3K Sell
337
-106
-24% -$13.6K ﹤0.01% 1972
2024
Q4 		$54.5K Sell
443
-58
-12% -$7.42K ﹤0.01% 1616
2024
Q3 		$67.7K Buy
501
+236
+89% +$31K ﹤0.01% 1490
2024
Q2 		$31.5K Buy
265
+46
+21% +$5.47K ﹤0.01% 1598
2024
Q1 		$27.5K Buy
219
+28
+15% +$3.63K ﹤0.01% 1397
2023
Q4 		$25.5K Buy
191
+77
+68% +$9.28K ﹤0.01% 1259
2023
Q3 		$13.5K Buy
114
+111
+3,700% +$14.1K ﹤0.01% 1202
2023
Q2 		$391 Buy
+3
New +$401 ﹤0.01% 2219

Other funds holding SUI

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's SUI Position: Q3 2026 in Review

Farther Finance Advisors increased its Sun Communities (SUI) stake by 31% in Q3 2026, buying an estimated $35.5K and bringing the position to 1,244 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Farther Finance Advisors first reported a position in SUI in Q2 2023 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Farther Finance Advisors held 1,244 shares of Sun Communities worth $138K as of Q3 2026.
  • Farther Finance Advisors bought 297 Sun Communities shares in Q3 2026, an estimated $35.5K.
  • Sun Communities made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2597 holding.
  • Farther Finance Advisors first reported a position in Sun Communities in Q2 2023 and has held it in 14 quarters since.
  • 16 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.