Financial Network Wealth Advisors’s Sun Communities SUI Stock Holding History

Financial Network 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	$29.9K	Buy	249 +103	+71%	+$12.9K	0.03%	362
2026 Q1	$18.4K	Hold	146	–	–	0.02%	398
2025 Q4	$18.1K	Buy	146 +1	+0.7%	+$125	0.02%	400
2025 Q3	$18.6K	Buy	145 +2	+1%	+$253	0.02%	383
2025 Q2	$18.1K	Sell	143 -2	-1%	-$248	0.02%	366
2025 Q1	$18.7K	Buy	+145	New	+$18.5K	0.02%	345
2024 Q4	–	Sell	-149	Closed	-$20.1K	–	804
2024 Q3	$20.1K	Sell	149 -5	-3%	-$657	0.02%	363
2024 Q2	$18.5K	Buy	+154	New	+$18.3K	0.01%	410

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

Financial Network Wealth Advisors's SUI Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Sun Communities (SUI) stake by 71% in Q2 2026, buying an estimated $12.9K and bringing the position to 249 shares worth $29.9K. The position accounts for 0.03% of the portfolio, ranked #362.

Financial Network Wealth Advisors first reported a position in SUI in Q2 2024 and has held it in 8 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Financial Network Wealth Advisors held 249 shares of Sun Communities worth $29.9K as of Q2 2026.
Financial Network Wealth Advisors bought 103 Sun Communities shares in Q2 2026, an estimated $12.9K.
Sun Communities made up 0.03% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #362 holding.
Financial Network Wealth Advisors first reported a position in Sun Communities in Q2 2024 and has held it in 8 quarters since.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.