Investors Research Corp’s Sun Communities SUI Stock Holding History

Investors Research Corp’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 Q3	$2.44K	Hold	22	–	–	﹤0.01%	665
2026 Q2	$2.64K	Hold	22	–	–	﹤0.01%	656
2026 Q1	$2.77K	Buy	+22	New	+$2.84K	﹤0.01%	670
2025 Q4	–	Sell	-22	Closed	-$2.84K	–	897
2025 Q3	$2.84K	Hold	22	–	–	﹤0.01%	772
2025 Q2	$2.78K	Hold	22	–	–	﹤0.01%	821
2025 Q1	$2.83K	Hold	22	–	–	﹤0.01%	836
2024 Q4	$2.71K	Hold	22	–	–	﹤0.01%	830
2024 Q3	$2.97K	Hold	22	–	–	﹤0.01%	856
2024 Q2	$2.65K	Hold	22	–	–	﹤0.01%	914
2024 Q1	$2.83K	Hold	22	–	–	﹤0.01%	881
2023 Q4	$2.94K	Hold	22	–	–	﹤0.01%	911
2023 Q3	$2.6K	Hold	22	–	–	﹤0.01%	925
2023 Q2	$2.87K	Hold	22	–	–	﹤0.01%	926
2023 Q1	$3.1K	Hold	22	–	–	﹤0.01%	932
2022 Q4	$3.15K	Hold	22	–	–	﹤0.01%	941
2022 Q3	$3K	Hold	22	–	–	﹤0.01%	941
2022 Q2	$4K	Hold	22	–	–	﹤0.01%	885
2022 Q1	$4K	Buy	+22	New	+$4.09K	﹤0.01%	873

Other funds holding SUI

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

JRPIM

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Investors Research Corp's SUI Position: Q3 2026 in Review

Investors Research Corp held its Sun Communities (SUI) position steady in Q3 2026 at 22 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Investors Research Corp first reported a position in SUI in Q1 2022 and has held it in 18 quarters since. The position peaked at $4K in Q2 2022. 16 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Investors Research Corp held 22 shares of Sun Communities worth $2.44K as of Q3 2026.
Investors Research Corp left its Sun Communities share count unchanged in Q3 2026.
Sun Communities made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #665 holding.
Investors Research Corp first reported a position in Sun Communities in Q1 2022 and has held it in 18 quarters since.
Investors Research Corp's Sun Communities position peaked at $4K in Q2 2022.
16 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.