HWM
SUI icon

HB Wealth Management’s Sun Communities SUI Stock Holding History

HB 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
Q2 		$636K Sell
5,306
-218
-4% -$27.3K ﹤0.01% 982
2026
Q1 		$696K Sell
5,524
-62
-1% -$8.01K ﹤0.01% 824
2025
Q4 		$692K Buy
5,586
+221
+4% +$27.7K ﹤0.01% 752
2025
Q3 		$692K Buy
+5,365
New +$678K ﹤0.01% 718
2025
Q2 		– Sell
-5,361
Closed -$690K – 1291
2025
Q1 		$690K Buy
5,361
+178
+3% +$22.8K 0.01% 663
2024
Q4 		$637K Buy
5,183
+207
+4% +$26.5K 0.01% 543
2024
Q3 		$673K Buy
4,976
+26
+0.5% +$3.42K 0.01% 487
2024
Q2 		$596K Buy
+4,950
New +$588K 0.01% 492

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

HB Wealth Management's SUI Position: Q2 2026 in Review

HB Wealth Management reduced its Sun Communities (SUI) stake by 3.9% in Q2 2026, selling an estimated $27.3K and leaving 5,306 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

HB Wealth Management first reported a position in SUI in Q2 2024 and has held it in 8 quarters since. The position peaked at $696K in Q1 2026. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • HB Wealth Management held 5,306 shares of Sun Communities worth $636K as of Q2 2026.
  • HB Wealth Management sold 218 Sun Communities shares in Q2 2026, an estimated $27.3K.
  • Sun Communities made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #982 holding.
  • HB Wealth Management first reported a position in Sun Communities in Q2 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Sun Communities position peaked at $696K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.