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Gibbs Wealth Management’s Sun Communities SUI Stock Holding History

Gibbs Wealth 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
Q3 		$282K Buy
2,547
+90
+4% +$10.8K 0.03% 427
2026
Q2 		$295K Buy
+2,457
New +$307K 0.04% 390

Other funds holding SUI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Gibbs Wealth Management's SUI Position: Q3 2026 in Review

Gibbs Wealth Management increased its Sun Communities (SUI) stake by 3.7% in Q3 2026, buying an estimated $10.8K and bringing the position to 2,547 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #427.

Gibbs Wealth Management first reported a position in SUI in Q2 2026 and has held it in 2 quarters since. The position peaked at $295K in Q2 2026. 348 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Gibbs Wealth Management held 2,547 shares of Sun Communities worth $282K as of Q3 2026.
  • Gibbs Wealth Management bought 90 Sun Communities shares in Q3 2026, an estimated $10.8K.
  • Sun Communities made up 0.03% of Gibbs Wealth Management's portfolio in Q3 2026, its #427 holding.
  • Gibbs Wealth Management first reported a position in Sun Communities in Q2 2026 and has held it in 2 quarters since.
  • Gibbs Wealth Management's Sun Communities position peaked at $295K in Q2 2026.
  • 348 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.