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Focus Partners Advisor Solutions’s Sun Communities SUI Stock Holding History

Focus Partners Advisor Solutions’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 		$850K Sell
7,086
-2,865
-29% -$358K 0.01% 627
2026
Q1 		$1.25M Sell
9,951
-1,917
-16% -$248K 0.01% 492
2025
Q4 		$1.47M Sell
11,868
-82
-0.7% -$10.3K 0.02% 394
2025
Q3 		$1.54M Sell
11,950
-1,545
-11% -$195K 0.02% 396
2025
Q2 		$1.71M Sell
13,495
-500
-4% -$62K 0.02% 299
2025
Q1 		$1.8M Buy
13,995
+2,540
+22% +$325K 0.03% 272
2024
Q4 		$1.41M Sell
11,455
-3,476
-23% -$445K 0.02% 279
2024
Q3 		$2.02M Sell
14,931
-750
-5% -$98.6K 0.04% 197
2024
Q2 		$1.89M Sell
15,681
-71
-0.5% -$8.44K 0.05% 176
2024
Q1 		$2.03M Buy
15,752
+1,121
+8% +$146K 0.06% 159
2023
Q4 		$1.96M Buy
14,631
+2,221
+18% +$268K 0.09% 105
2023
Q3 		$1.47M Hold
12,410
– – 0.07% 132
2023
Q2 		$1.62M Hold
12,410
– – 0.09% 96
2023
Q1 		$1.75M Buy
+12,410
New +$1.81M 0.11% 89

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

Focus Partners Advisor Solutions's SUI Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Sun Communities (SUI) stake by 29% in Q2 2026, selling an estimated $358K and leaving 7,086 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #627.

Focus Partners Advisor Solutions first reported a position in SUI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.03M in Q1 2024. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Focus Partners Advisor Solutions held 7,086 shares of Sun Communities worth $850K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 2,865 Sun Communities shares in Q2 2026, an estimated $358K.
  • Sun Communities made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #627 holding.
  • Focus Partners Advisor Solutions first reported a position in Sun Communities in Q1 2023 and has held it in 14 quarters since.
  • Focus Partners Advisor Solutions's Sun Communities position peaked at $2.03M in Q1 2024.
  • 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.