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Global Retirement Partners’s Sun Communities SUI Stock Holding History

Global Retirement Partners’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 		$134K Buy
+1,119
New +$140K ﹤0.01% 1854
2025
Q4 		$114K Buy
924
+690
+295% +$86.4K ﹤0.01% 1831
2025
Q3 		$30.2K Sell
234
-99
-30% -$12.5K ﹤0.01% 2183
2025
Q2 		$42.1K Buy
+333
New +$41.3K ﹤0.01% 1863
2024
Q4 		$40.6K Buy
330
+43
+15% +$5.5K ﹤0.01% 1726
2024
Q3 		$38.8K Buy
287
+260
+963% +$34.2K ﹤0.01% 1680
2024
Q2 		$3.25K Hold
27
– – ﹤0.01% 2794
2024
Q1 		$3.47K Hold
27
– – ﹤0.01% 2545
2023
Q4 		$3.6K Buy
27
+6
+29% +$723 ﹤0.01% 2455
2023
Q3 		$2.42K Buy
21
+10
+91% +$1.27K ﹤0.01% 2462
2023
Q2 		$1.44K Sell
11
-6
-35% -$803 ﹤0.01% 2659
2023
Q1 		$2.27K Buy
17
+14
+467% +$2.05K ﹤0.01% 2459
2022
Q4 		$429 Hold
3
– – ﹤0.01% 2795
2022
Q3 		$0 Buy
+3
New +$474 ﹤0.01% 2959

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Global Retirement Partners's SUI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Sun Communities (SUI) in Q2 2026: 1,119 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #1854 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SUI as recently as Q4 2025.

Global Retirement Partners first reported a position in SUI in Q3 2022 and has held it in 14 quarters since. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Global Retirement Partners held 1,119 shares of Sun Communities worth $134K as of Q2 2026.
  • Sun Communities was a new Global Retirement Partners position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1854 holding.
  • Global Retirement Partners first reported a position in Sun Communities in Q3 2022 and has held it in 14 quarters since.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.