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Kestra Advisory Services’s Sun Communities SUI Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-550
Closed -$68.2K – 4268
2025
Q4 		$68.2K Buy
+550
New +$68.8K ﹤0.01% 3730

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's SUI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 550 shares — an estimated $68.2K sold.

Kestra Advisory Services first reported a position in SUI in Q4 2025 and held it in 1 quarter. The position peaked at $68.2K in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 550 Sun Communities shares in Q1 2026, an estimated $68.2K.
  • Kestra Advisory Services first reported a position in Sun Communities in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Sun Communities position peaked at $68.2K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.