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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's SUI Position: Q1 2026 in Review

HB Wealth Management reduced its Sun Communities (SUI) stake by 1.1% in Q1 2026, selling an estimated $8.01K and leaving 5,524 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

HB Wealth Management first reported a position in SUI in Q2 2024 and has held it in 7 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • HB Wealth Management held 5,524 shares of Sun Communities worth $696K as of Q1 2026.
  • HB Wealth Management sold 62 Sun Communities shares in Q1 2026, an estimated $8.01K.
  • Sun Communities made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #824 holding.
  • HB Wealth Management first reported a position in Sun Communities in Q2 2024 and has held it in 7 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.