Legacy Wealth Asset Management’s Sun Communities SUI Stock Holding History

Legacy Wealth Asset Management’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	–	Sell	-1,933	Closed	-$243K	–	402
2026 Q1	$243K	Buy	+1,933	New	+$250K	0.06%	337
2024 Q1	–	Sell	-2,275	Closed	-$304K	–	352
2023 Q4	$304K	Buy	+2,275	New	+$274K	0.1%	286
2023 Q2	–	Sell	-1,437	Closed	-$202K	–	346
2023 Q1	$202K	Hold	1,437	–	–	0.07%	327
2022 Q4	$205K	Buy	+1,437	New	+$196K	0.08%	327
2022 Q2	–	Sell	-1,255	Closed	-$220K	–	340
2022 Q1	$220K	Sell	1,255 -8	-0.6%	-$1.49K	0.08%	285
2021 Q4	$265K	Sell	1,263 -42	-3%	-$8.27K	0.09%	275
2021 Q3	$242K	Sell	1,305 -18	-1%	-$3.47K	0.11%	264
2021 Q2	$227K	Sell	1,323 -19	-1%	-$3.15K	0.1%	280
2021 Q1	$201K	Sell	1,342 -12	-0.9%	-$1.77K	0.09%	283
2020 Q4	$206K	Buy	+1,354	New	+$196K	0.1%	274

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

Legacy Wealth Asset Management's SUI Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 1,933 shares — an estimated $243K sold.

Legacy Wealth Asset Management first reported a position in SUI in Q4 2020 and held it in 10 quarters. The position peaked at $304K in Q4 2023. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Legacy Wealth Asset Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Asset Management sold 1,933 Sun Communities shares in Q2 2026, an estimated $243K.
Legacy Wealth Asset Management first reported a position in Sun Communities in Q4 2020 and held it in 10 quarters.
Legacy Wealth Asset Management's Sun Communities position peaked at $304K in Q4 2023.
530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.