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 Q2	$25.6K	Hold	211	–	–	﹤0.01%	602
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

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

Fulcrum Asset Management's SUI Position: Q2 2026 in Review

Fulcrum Asset Management held its Sun Communities (SUI) position steady in Q2 2026 at 211 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Fulcrum Asset Management first reported a position in SUI in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.2K in Q3 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Fulcrum Asset Management held 211 shares of Sun Communities worth $25.6K as of Q2 2026.
Fulcrum Asset Management left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #602 holding.
Fulcrum Asset Management first reported a position in Sun Communities in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Sun Communities position peaked at $27.2K in Q3 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.