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Larson Financial Group’s Sun Communities SUI Stock Holding History

Larson Financial Group’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 		$36.8K Buy
292
+186
+175% +$24K ﹤0.01% 1523
2025
Q4 		$13.1K Sell
106
-68
-39% -$8.51K ﹤0.01% 1960
2025
Q3 		$22.4K Buy
174
+14
+9% +$1.77K ﹤0.01% 1574
2025
Q2 		$20.2K Buy
160
+110
+220% +$13.6K ﹤0.01% 1488
2025
Q1 		$6.43K Buy
50
+49
+4,900% +$6.26K ﹤0.01% 1803
2024
Q4 		$123 Hold
1
– – ﹤0.01% 2560
2024
Q3 		$135 Buy
+1
New +$131 ﹤0.01% 2474
2022
Q1 		– Sell
-12
Closed -$3K – 1159
2021
Q4 		$3K Buy
+12
New +$2.36K ﹤0.01% 914

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

Larson Financial Group's SUI Position: Q1 2026 in Review

Larson Financial Group increased its Sun Communities (SUI) stake by 175% in Q1 2026, buying an estimated $24K and bringing the position to 292 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Larson Financial Group first reported a position in SUI in Q4 2021 and has held it in 8 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Larson Financial Group held 292 shares of Sun Communities worth $36.8K as of Q1 2026.
  • Larson Financial Group bought 186 Sun Communities shares in Q1 2026, an estimated $24K.
  • Sun Communities made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1523 holding.
  • Larson Financial Group first reported a position in Sun Communities in Q4 2021 and has held it in 8 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.