Focus Partners Wealth
SUI icon

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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's SUI Position: Q1 2026 in Review

Focus Partners Wealth reduced its Sun Communities (SUI) stake by 12% in Q1 2026, selling an estimated $125K and leaving 7,232 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Focus Partners Wealth first reported a position in SUI in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Focus Partners Wealth held 7,232 shares of Sun Communities worth $914K as of Q1 2026.
  • Focus Partners Wealth sold 968 Sun Communities shares in Q1 2026, an estimated $125K.
  • Sun Communities made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1667 holding.
  • Focus Partners Wealth first reported a position in Sun Communities in Q2 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Sun Communities position peaked at $1.02M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.