HighPoint Advisor Group’s Sun Communities SUI Stock Holding History

HighPoint Advisor Group’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	–	Sell	-1,730	Closed	-$214K	–	995
2025 Q4	$214K	Sell	1,730 -63	-4%	-$7.88K	﹤0.01%	999
2025 Q3	$231K	Buy	1,793 +5	+0.3%	+$632	0.01%	615
2025 Q2	$226K	Sell	1,788 -9	-0.5%	-$1.12K	0.01%	613
2025 Q1	$222K	Buy	1,797 +12	+0.7%	+$1.53K	0.01%	589
2024 Q4	$225K	Buy	1,785 +37	+2%	+$4.74K	0.01%	607
2024 Q3	$228K	Buy	+1,748	New	+$230K	0.01%	574
2024 Q1	–	Sell	-1,654	Closed	-$208K	–	663
2023 Q4	$208K	Buy	+1,654	New	+$199K	0.01%	583
2022 Q2	$248K	Buy	+1,535	New	+$258K	0.03%	438

Other funds holding SUI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighPoint Advisor Group's SUI Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 1,730 shares — an estimated $214K sold.

HighPoint Advisor Group first reported a position in SUI in Q2 2022 and held it in 8 quarters. The position peaked at $248K in Q2 2022. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

HighPoint Advisor Group reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 1,730 Sun Communities shares in Q1 2026, an estimated $214K.
HighPoint Advisor Group first reported a position in Sun Communities in Q2 2022 and held it in 8 quarters.
HighPoint Advisor Group's Sun Communities position peaked at $248K in Q2 2022.
513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.