Fulcrum Asset Management’s Sun Communities SUI Stock Holding History

Fulcrum Asset Management’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	$26.6K	Hold	211	–	–	﹤0.01%	208
2025 Q4	$26.5K	Hold	211	–	–	0.01%	172
2025 Q3	$27.2K	Hold	211	–	–	0.01%	166
2025 Q2	$26.7K	Buy	+211	New	+$26.2K	0.01%	175
2022 Q1	–	Hold	0	–	–	–	112
2021 Q4	–	Hold	0	–	–	–	50
2021 Q3	–	Hold	0	–	–	–	50
2021 Q2	–	Hold	0	–	–	–	63

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fulcrum Asset Management's SUI Position: Q1 2026 in Review

Fulcrum Asset Management held its Sun Communities (SUI) position steady in Q1 2026 at 211 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Fulcrum Asset Management first reported a position in SUI in Q2 2025 and has held it in 4 quarters since. The position peaked at $27.2K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Fulcrum Asset Management held 211 shares of Sun Communities worth $26.6K as of Q1 2026.
Fulcrum Asset Management left its Sun Communities share count unchanged in Q1 2026.
Sun Communities made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #208 holding.
Fulcrum Asset Management first reported a position in Sun Communities in Q2 2025 and has held it in 4 quarters since.
Fulcrum Asset Management's Sun Communities position peaked at $27.2K in Q3 2025.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.