IFP Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $333K | Sell |
2,643
-259
| -9% | -$33.5K | 0.01% | 1139 |
|
|
2025
Q4 | $360K | Buy |
2,902
+89
| +3% | +$11.1K | 0.01% | 1071 |
|
|
2025
Q3 | $363K | Sell |
2,813
-144
| -5% | -$18.2K | 0.01% | 994 |
|
|
2025
Q2 | $374K | Buy |
2,957
+3
| +0.1% | +$372 | 0.01% | 957 |
|
|
2025
Q1 | $380K | Sell |
2,954
-109
| -4% | -$13.9K | 0.01% | 874 |
|
|
2024
Q4 | $377K | Sell |
3,063
-198
| -6% | -$25.3K | 0.01% | 850 |
|
|
2024
Q3 | $441K | Sell |
3,261
-100
| -3% | -$13.2K | 0.02% | 737 |
|
|
2024
Q2 | $404K | Buy |
3,361
+122
| +4% | +$14.5K | 0.02% | 726 |
|
|
2024
Q1 | $416K | Sell |
3,239
-2,606
| -45% | -$338K | 0.02% | 674 |
|
|
2023
Q4 | $781K | Sell |
5,845
-402
| -6% | -$48.4K | 0.04% | 452 |
|
|
2023
Q3 | $739K | Sell |
6,247
-113
| -2% | -$14.3K | 0.03% | 478 |
|
|
2023
Q2 | $830K | Sell |
6,360
-77
| -1% | -$10.3K | 0.03% | 483 |
|
|
2023
Q1 | $270K | Sell |
6,437
-131
| -2% | -$19.1K | 0.01% | 822 |
|
|
2022
Q4 | $277K | Sell |
6,568
-466
| -7% | -$63.6K | 0.01% | 1177 |
|
|
2022
Q3 | $297K | Buy |
7,034
+74
| +1% | +$11.7K | 0.01% | 1204 |
|
|
2022
Q2 | $293K | Hold |
6,960
| – | – | 0.01% | 1089 |
|
|
2022
Q1 | $293K | Sell |
6,960
-174
| -2% | -$32.3K | 0.01% | 1089 |
|
|
2021
Q4 | $1.5M | Buy |
7,134
+4
| +0.1% | +$788 | 0.03% | 321 |
|
|
2021
Q3 | $1.33M | Buy |
7,130
+2
| +0% | +$386 | 0.03% | 340 |
|
|
2021
Q2 | $1.22M | Buy |
7,128
+3
| +0% | +$497 | 0.03% | 335 |
|
|
2021
Q1 | $1.07M | Sell |
7,125
-480
| -6% | -$70.9K | 0.02% | 352 |
|
|
2020
Q4 | $1.15M | Sell |
7,605
-118
| -2% | -$17.1K | 0.05% | 314 |
|
|
2020
Q3 | $1.08M | Sell |
7,723
-25
| -0.3% | -$3.59K | 0.06% | 277 |
|
|
2020
Q2 | $1.04M | Sell |
7,748
-783
| -9% | -$104K | 0.08% | 254 |
|
|
2020
Q1 | $972K | Sell |
8,531
-203
| -2% | -$30.7K | 0.1% | 216 |
|
|
2019
Q4 | $1.3M | Sell |
8,734
-343
| -4% | -$53.4K | 0.1% | 232 |
|
|
2019
Q3 | $1.35M | Buy |
+9,077
| New | +$1.28M | 0.09% | 248 |
|
|
2019
Q1 | $25K | Sell |
210
-2,998
| -93% | -$333K | ﹤0.01% | 1252 |
|
|
2018
Q4 | $323K | Buy |
3,208
+382
| +14% | +$38.9K | 0.02% | 688 |
|
|
2018
Q3 | $287K | Buy |
2,826
+652
| +30% | +$65.1K | 0.01% | 900 |
|
|
2018
Q2 | $213K | Buy |
2,174
+1,463
| +206% | +$138K | 0.01% | 1029 |
|
|
2018
Q1 | $66K | Hold |
711
| – | – | ﹤0.01% | 1646 |
|
|
2017
Q4 | $66K | Buy |
711
+69
| +11% | +$6.33K | ﹤0.01% | 1662 |
|
|
2017
Q3 | $55K | Buy |
642
+462
| +257% | +$40.8K | ﹤0.01% | 1938 |
|
|
2017
Q2 | $16K | Hold |
180
| – | – | ﹤0.01% | 2720 |
|
|
2017
Q1 | $14K | Buy |
180
+60
| +50% | +$4.78K | ﹤0.01% | 2736 |
|
|
2016
Q4 | $9K | Hold |
120
| – | – | ﹤0.01% | 2986 |
|
|
2016
Q3 | $9K | Hold |
120
| – | – | ﹤0.01% | 2913 |
|
|
2016
Q2 | $9K | Sell |
120
-90
| -43% | -$6.35K | ﹤0.01% | 2815 |
|
|
2016
Q1 | $25K | Buy |
210
+67
| +47% | +$4.52K | ﹤0.01% | 1251 |
|
|
2015
Q4 | $10K | Buy |
+143
| New | +$9.64K | ﹤0.01% | 2590 |
|
Other funds holding SUI
VPM
VCM
IFP Advisors's SUI Position: Q1 2026 in Review
IFP Advisors reduced its Sun Communities (SUI) stake by 8.9% in Q1 2026, selling an estimated $33.5K and leaving 2,643 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1139.
IFP Advisors first reported a position in SUI in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.5M in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- IFP Advisors held 2,643 shares of Sun Communities worth $333K as of Q1 2026.
- IFP Advisors sold 259 Sun Communities shares in Q1 2026, an estimated $33.5K.
- Sun Communities made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #1139 holding.
- IFP Advisors first reported a position in Sun Communities in Q4 2015 and has held it in 41 quarters since.
- IFP Advisors's Sun Communities position peaked at $1.5M in Q4 2021.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.