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IMG Wealth Management’s Sun Communities SUI Stock Holding History

IMG 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 		– Sell
-44
Closed -$5.45K – 604
2025
Q4 		$5.45K Hold
44
– – ﹤0.01% 402
2025
Q3 		$5.68K Hold
44
– – ﹤0.01% 337
2025
Q2 		$5.57K Buy
+44
New +$5.46K ﹤0.01% 332

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

IMG Wealth Management sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 44 shares — an estimated $5.45K sold.

IMG Wealth Management first reported a position in SUI in Q2 2025 and held it in 3 quarters. The position peaked at $5.68K in Q3 2025. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • IMG Wealth Management reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 44 Sun Communities shares in Q1 2026, an estimated $5.45K.
  • IMG Wealth Management first reported a position in Sun Communities in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Sun Communities position peaked at $5.68K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.