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Measured Wealth Private Client Group’s Sun Communities SUI Stock Holding History

Measured Wealth Private Client 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 		$13.9K Hold
110
– – ﹤0.01% 536
2025
Q4 		$13.6K Hold
110
– – ﹤0.01% 533
2025
Q3 		$14.2K Buy
+110
New +$13.9K ﹤0.01% 522
2018
Q4 		– Sell
-1,640
Closed -$166K – 627
2018
Q3 		$166K Buy
+1,640
New +$164K 0.1% 166

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

Measured Wealth Private Client Group's SUI Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Sun Communities (SUI) position steady in Q1 2026 at 110 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Measured Wealth Private Client Group first reported a position in SUI in Q3 2018 and has held it in 4 quarters since. The position peaked at $166K in Q3 2018. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Measured Wealth Private Client Group held 110 shares of Sun Communities worth $13.9K as of Q1 2026.
  • Measured Wealth Private Client Group left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #536 holding.
  • Measured Wealth Private Client Group first reported a position in Sun Communities in Q3 2018 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Sun Communities position peaked at $166K in Q3 2018.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.