LPL Financial
SUI icon

LPL Financial’s Sun Communities SUI Stock Holding History

LPL Financial’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 		$3.5M Sell
27,803
-154
-0.6% -$19.9K ﹤0.01% 2950
2025
Q4 		$3.46M Sell
27,957
-162
-0.6% -$20.3K ﹤0.01% 2875
2025
Q3 		$3.63M Sell
28,119
-2,152
-7% -$272K ﹤0.01% 2764
2025
Q2 		$3.83M Buy
30,271
+7,653
+34% +$949K ﹤0.01% 2532
2025
Q1 		$2.91M Sell
22,618
-2,942
-12% -$376K ﹤0.01% 2599
2024
Q4 		$3.14M Buy
25,560
+4,665
+22% +$597K ﹤0.01% 2465
2024
Q3 		$2.82M Buy
20,895
+1,816
+10% +$239K ﹤0.01% 2418
2024
Q2 		$2.3M Buy
19,079
+533
+3% +$63.3K ﹤0.01% 2481
2024
Q1 		$2.38M Buy
18,546
+925
+5% +$120K ﹤0.01% 2396
2023
Q4 		$2.36M Buy
17,621
+1,685
+11% +$203K ﹤0.01% 2278
2023
Q3 		$1.89M Buy
15,936
+2,420
+18% +$307K ﹤0.01% 2340
2023
Q2 		$1.76M Sell
13,516
-1,274
-9% -$170K ﹤0.01% 2352
2023
Q1 		$2.08M Buy
14,790
+1,188
+9% +$174K ﹤0.01% 2110
2022
Q4 		$1.95M Sell
13,602
-652
-5% -$89K ﹤0.01% 2091
2022
Q3 		$1.93M Sell
14,254
-1
-0% -$158 ﹤0.01% 2017
2022
Q2 		$2.27M Buy
14,255
+1,455
+11% +$244K ﹤0.01% 1932
2022
Q1 		$2.24M Buy
12,800
+1,257
+11% +$234K ﹤0.01% 1974
2021
Q4 		$2.42M Sell
11,543
-10
-0.1% -$1.97K ﹤0.01% 1944
2021
Q3 		$2.14M Buy
11,553
+879
+8% +$170K ﹤0.01% 1987
2021
Q2 		$1.83M Buy
10,674
+1,629
+18% +$270K ﹤0.01% 2051
2021
Q1 		$1.36M Buy
9,045
+2,100
+30% +$310K ﹤0.01% 2140
2020
Q4 		$1.05M Buy
6,945
+223
+3% +$32.3K ﹤0.01% 2137
2020
Q3 		$945K Buy
6,722
+539
+9% +$77.3K ﹤0.01% 1991
2020
Q2 		$839K Sell
6,183
-3,377
-35% -$448K ﹤0.01% 1968
2020
Q1 		$1.19M Buy
9,560
+2,242
+31% +$339K ﹤0.01% 1503
2019
Q4 		$1.1M Buy
7,318
+2,238
+44% +$349K ﹤0.01% 1765
2019
Q3 		$754K Buy
5,080
+3,466
+215% +$489K ﹤0.01% 1933
2019
Q2 		$207K Sell
1,614
-6,057
-79% -$752K ﹤0.01% 3007
2019
Q1 		$909K Buy
7,671
+1,712
+29% +$190K ﹤0.01% 1715
2018
Q4 		$606K Sell
5,959
-111
-2% -$11.3K ﹤0.01% 1897
2018
Q3 		$616K Buy
6,070
+3,144
+107% +$314K ﹤0.01% 2076
2018
Q2 		$286K Sell
2,926
-171
-6% -$16.1K ﹤0.01% 2692
2018
Q1 		$283K Sell
3,097
-281
-8% -$24.8K ﹤0.01% 2670
2017
Q4 		$313K Sell
3,378
-835
-20% -$76.6K ﹤0.01% 2455
2017
Q3 		$361K Buy
4,213
+745
+21% +$65.9K ﹤0.01% 2210
2017
Q2 		$304K Buy
+3,468
New +$297K ﹤0.01% 2286
2016
Q2 		– Sell
-15,662
Closed -$1.12M – 2952
2016
Q1 		$1.12M Sell
15,662
-4,664
-23% -$315K ﹤0.01% 1587
2015
Q4 		$1.39M Buy
20,326
+9,232
+83% +$622K ﹤0.01% 1413
2015
Q3 		$760K Sell
11,094
-327
-3% -$21.8K ﹤0.01% 1452
2015
Q2 		$741K Sell
11,421
-1,755
-13% -$111K ﹤0.01% 1583
2015
Q1 		$870K Sell
13,176
-2,983
-18% -$200K ﹤0.01% 1459
2014
Q4 		$977K Sell
16,159
-7,808
-33% -$445K 0.01% 1322
2014
Q3 		$1.22M Buy
23,967
+1,198
+5% +$62.8K 0.01% 1146
2014
Q2 		$1.14M Sell
22,769
-12,669
-36% -$597K 0.01% 1227
2014
Q1 		$1.6M Sell
35,438
-7,140
-17% -$322K 0.01% 959
2013
Q4 		$1.82M Sell
42,578
-7,393
-15% -$314K 0.01% 878
2013
Q3 		$2.14M Buy
49,971
+9,196
+23% +$434K 0.01% 752
2013
Q2 		$2.03M Buy
+40,775
New +$2.05M 0.01% 723

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

LPL Financial's SUI Position: Q1 2026 in Review

LPL Financial reduced its Sun Communities (SUI) stake by 0.55% in Q1 2026, selling an estimated $19.9K and leaving 27,803 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

LPL Financial first reported a position in SUI in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.83M in Q2 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • LPL Financial held 27,803 shares of Sun Communities worth $3.5M as of Q1 2026.
  • LPL Financial sold 154 Sun Communities shares in Q1 2026, an estimated $19.9K.
  • Sun Communities made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2950 holding.
  • LPL Financial first reported a position in Sun Communities in Q2 2013 and has held it in 48 quarters since.
  • LPL Financial's Sun Communities position peaked at $3.83M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.