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Integrated Wealth Concepts’s Sun Communities SUI Stock Holding History

Integrated Wealth Concepts’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 		$71.6K Buy
+597
New +$74.7K ﹤0.01% 3084

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integrated Wealth Concepts's SUI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Sun Communities (SUI) in Q2 2026: 597 shares worth $71.6K. The stake represents ﹤0.01% of the portfolio and ranks #3084 among its holdings.

527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Integrated Wealth Concepts held 597 shares of Sun Communities worth $71.6K as of Q2 2026.
  • Sun Communities was a new Integrated Wealth Concepts position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3084 holding.
  • 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.