Key Financial Inc
SUI icon

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
Q3 		$21.6K Hold
195
– – ﹤0.01% 692
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Key Financial Inc's SUI Position: Q3 2026 in Review

Key Financial Inc held its Sun Communities (SUI) position steady in Q3 2026 at 195 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Key Financial Inc first reported a position in SUI in Q2 2024 and has held it in 10 quarters since. The position peaked at $25.1K in Q1 2025. 166 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Key Financial Inc held 195 shares of Sun Communities worth $21.6K as of Q3 2026.
  • Key Financial Inc left its Sun Communities share count unchanged in Q3 2026.
  • Sun Communities made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #692 holding.
  • Key Financial Inc first reported a position in Sun Communities in Q2 2024 and has held it in 10 quarters since.
  • Key Financial Inc's Sun Communities position peaked at $25.1K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.