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 Q2	$9.47K	Hold	79	–	–	﹤0.01%	1033
2026 Q1	$9.95K	Hold	79	–	–	﹤0.01%	954
2025 Q4	$9.79K	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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

JFS Wealth Advisors's SUI Position: Q2 2026 in Review

JFS Wealth Advisors held its Sun Communities (SUI) position steady in Q2 2026 at 79 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

JFS Wealth Advisors first reported a position in SUI in Q1 2022 and has held it in 18 quarters since. The position peaked at $17K in Q1 2022. 64 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

JFS Wealth Advisors held 79 shares of Sun Communities worth $9.47K as of Q2 2026.
JFS Wealth Advisors left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1033 holding.
JFS Wealth Advisors first reported a position in Sun Communities in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's Sun Communities position peaked at $17K in Q1 2022.
64 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.