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GeoWealth Management’s Sun Communities SUI Stock Holding History

GeoWealth 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 		$799K Buy
6,663
+1,180
+22% +$148K 0.03% 378
2026
Q1 		$691K Sell
5,483
-621
-10% -$80.3K 0.02% 392
2025
Q4 		$756K Buy
6,104
+746
+14% +$93.4K 0.03% 346
2025
Q3 		$691K Sell
5,358
-2,276
-30% -$288K 0.03% 376
2025
Q2 		$966K Buy
7,634
+943
+14% +$117K 0.04% 266
2025
Q1 		$861K Buy
6,691
+512
+8% +$65.5K 0.03% 303
2024
Q4 		$760K Buy
6,179
+3,294
+114% +$422K 0.02% 369
2024
Q3 		$390K Sell
2,885
-74
-3% -$9.73K 0.01% 525
2024
Q2 		$356K Buy
2,959
+306
+12% +$36.4K 0.02% 530
2024
Q1 		$341K Buy
+2,653
New +$344K 0.01% 537

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

GeoWealth Management's SUI Position: Q2 2026 in Review

GeoWealth Management increased its Sun Communities (SUI) stake by 22% in Q2 2026, buying an estimated $148K and bringing the position to 6,663 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #378.

GeoWealth Management first reported a position in SUI in Q1 2024 and has held it in 10 quarters since. The position peaked at $966K in Q2 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • GeoWealth Management held 6,663 shares of Sun Communities worth $799K as of Q2 2026.
  • GeoWealth Management bought 1,180 Sun Communities shares in Q2 2026, an estimated $148K.
  • Sun Communities made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #378 holding.
  • GeoWealth Management first reported a position in Sun Communities in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's Sun Communities position peaked at $966K in Q2 2025.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.