JFS Wealth Advisors’s Sun Communities SUI Stock Holding History

JFS Wealth Advisors’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	$8.64K	Sell	78 -1	-1%	-$119	﹤0.01%	1038
2026 Q2	$9.47K	Hold	79	–	–	﹤0.01%	1033
2026 Q1	$10K	Hold	79	–	–	﹤0.01%	954
2025 Q4	$9.8K	Sell	79 -4	-5%	-$501	﹤0.01%	988
2025 Q3	$10.7K	Hold	83	–	–	﹤0.01%	879
2025 Q2	$10.5K	Hold	83	–	–	﹤0.01%	852
2025 Q1	$10.7K	Hold	83	–	–	﹤0.01%	860
2024 Q4	$10.2K	Sell	83 -7	-8%	-$896	﹤0.01%	840
2024 Q3	$12.2K	Sell	90 -9	-9%	-$1.18K	﹤0.01%	790
2024 Q2	$11.9K	Hold	99	–	–	﹤0.01%	741
2024 Q1	$12.7K	Hold	99	–	–	﹤0.01%	741
2023 Q4	$13.2K	Hold	99	–	–	﹤0.01%	696
2023 Q3	$11.7K	Hold	99	–	–	﹤0.01%	678
2023 Q2	$12.9K	Hold	99	–	–	﹤0.01%	654
2023 Q1	$13.9K	Hold	99	–	–	﹤0.01%	610
2022 Q4	$14.2K	Hold	99	–	–	﹤0.01%	603
2022 Q3	$13K	Hold	99	–	–	﹤0.01%	663
2022 Q2	$16K	Hold	99	–	–	﹤0.01%	639
2022 Q1	$17K	Buy	+99	New	+$18.4K	﹤0.01%	650

Other funds holding SUI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JFS Wealth Advisors's SUI Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Sun Communities (SUI) stake by 1.3% in Q3 2026, selling an estimated $119 and leaving 78 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

JFS Wealth Advisors first reported a position in SUI in Q1 2022 and has held it in 19 quarters since. The position peaked at $17K in Q1 2022. 427 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

JFS Wealth Advisors held 78 shares of Sun Communities worth $8.64K as of Q3 2026.
JFS Wealth Advisors sold 1 Sun Communities share in Q3 2026, an estimated $119.
Sun Communities made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1038 holding.
JFS Wealth Advisors first reported a position in Sun Communities in Q1 2022 and has held it in 19 quarters since.
JFS Wealth Advisors's Sun Communities position peaked at $17K in Q1 2022.
427 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.