Lantern Wealth Advisors’s Sun Communities SUI Stock Holding History

Lantern 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	$300K	Sell	2,500 -300	-11%	-$37.5K	0.14%	146
2026 Q1	$353K	Hold	2,800	–	–	0.18%	124
2025 Q4	$347K	Hold	2,800	–	–	0.18%	117
2025 Q3	$361K	Hold	2,800	–	–	0.19%	112
2025 Q2	$354K	Buy	+2,800	New	+$347K	0.21%	104
2024 Q4	$344K	Sell	2,800 -500	-15%	-$64K	0.22%	91
2024 Q3	$446K	Buy	3,300 +500	+18%	+$65.8K	0.31%	78
2024 Q2	$337K	Sell	2,800 -300	-10%	-$35.6K	0.24%	86
2024 Q1	$399K	Hold	3,100	–	–	0.28%	85
2023 Q4	$414K	Buy	+3,100	New	+$373K	0.32%	78

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

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

Lantern Wealth Advisors reduced its Sun Communities (SUI) stake by 11% in Q2 2026, selling an estimated $37.5K and leaving 2,500 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #146.

Lantern Wealth Advisors first reported a position in SUI in Q4 2023 and has held it in 10 quarters since. The position peaked at $446K in Q3 2024. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Lantern Wealth Advisors held 2,500 shares of Sun Communities worth $300K as of Q2 2026.
Lantern Wealth Advisors sold 300 Sun Communities shares in Q2 2026, an estimated $37.5K.
Sun Communities made up 0.14% of Lantern Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Lantern Wealth Advisors first reported a position in Sun Communities in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Sun Communities position peaked at $446K in Q3 2024.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.