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 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lantern Wealth Advisors's SUI Position: Q1 2026 in Review

Lantern Wealth Advisors held its Sun Communities (SUI) position steady in Q1 2026 at 2,800 shares worth $353K. The position accounts for 0.18% of the portfolio, ranked #124.

Lantern Wealth Advisors first reported a position in SUI in Q4 2023 and has held it in 9 quarters since. The position peaked at $446K in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Lantern Wealth Advisors held 2,800 shares of Sun Communities worth $353K as of Q1 2026.
Lantern Wealth Advisors left its Sun Communities share count unchanged in Q1 2026.
Sun Communities made up 0.18% of Lantern Wealth Advisors's portfolio in Q1 2026, its #124 holding.
Lantern Wealth Advisors first reported a position in Sun Communities in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's Sun Communities position peaked at $446K in Q3 2024.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.