Key Financial Inc’s Sun Communities SUI Stock Holding History

Key Financial Inc’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	$23.4K	Hold	195	–	–	﹤0.01%	697
2026 Q1	$24.6K	Hold	195	–	–	﹤0.01%	679
2025 Q4	$24.2K	Hold	195	–	–	﹤0.01%	679
2025 Q3	$25.1K	Hold	195	–	–	﹤0.01%	667
2025 Q2	$24.7K	Hold	195	–	–	0.01%	641
2025 Q1	$25.1K	Hold	195	–	–	0.01%	611
2024 Q4	$24K	Buy	195 +189	+3,150%	+$24.2K	0.01%	613
2024 Q3	$811	Hold	6	–	–	﹤0.01%	1218
2024 Q2	$722	Buy	+6	New	+$713	﹤0.01%	1216

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Key Financial Inc's SUI Position: Q2 2026 in Review

Key Financial Inc held its Sun Communities (SUI) position steady in Q2 2026 at 195 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Key Financial Inc first reported a position in SUI in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.1K in Q1 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Key Financial Inc held 195 shares of Sun Communities worth $23.4K as of Q2 2026.
Key Financial Inc left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #697 holding.
Key Financial Inc first reported a position in Sun Communities in Q2 2024 and has held it in 9 quarters since.
Key Financial Inc's Sun Communities position peaked at $25.1K in Q1 2025.
530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.