Focus Partners Wealth’s Sun Communities SUI Stock Holding History

Focus Partners 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	–	Sell	-7,232	Closed	-$914K	–	2957
2026 Q1	$914K	Sell	7,232 -968	-12%	-$125K	﹤0.01%	1667
2025 Q4	$1.02M	Buy	+8,200	New	+$1.03M	﹤0.01%	1631
2025 Q3	–	Sell	-1,637	Closed	-$207K	–	2305
2025 Q2	$207K	Buy	+1,637	New	+$203K	﹤0.01%	1858

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth's SUI Position: Q2 2026 in Review

Focus Partners Wealth sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 7,232 shares — an estimated $914K sold.

Focus Partners Wealth first reported a position in SUI in Q2 2025 and held it in 3 quarters. The position peaked at $1.02M in Q4 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Focus Partners Wealth reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Focus Partners Wealth sold 7,232 Sun Communities shares in Q2 2026, an estimated $914K.
Focus Partners Wealth first reported a position in Sun Communities in Q2 2025 and held it in 3 quarters.
Focus Partners Wealth's Sun Communities position peaked at $1.02M in Q4 2025.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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