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Journey Retirement Planning & Investment Management’s Sun Communities SUI Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$488K Buy
+4,073
New +$509K 0.38% 83

Other funds holding SUI

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
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
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SUI Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Sun Communities (SUI) in Q2 2026: 4,073 shares worth $488K. The stake represents 0.38% of the portfolio and ranks #83 among its holdings.

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

  • Journey Retirement Planning & Investment Management held 4,073 shares of Sun Communities worth $488K as of Q2 2026.
  • Sun Communities was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Sun Communities made up 0.38% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #83 holding.
  • 153 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.