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 Q2	$13.2K	Hold	110	–	–	﹤0.01%	551
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

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

Measured Wealth Private Client Group's SUI Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Sun Communities (SUI) position steady in Q2 2026 at 110 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Measured Wealth Private Client Group first reported a position in SUI in Q3 2018 and has held it in 5 quarters since. The position peaked at $166K in Q3 2018. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Measured Wealth Private Client Group held 110 shares of Sun Communities worth $13.2K as of Q2 2026.
Measured Wealth Private Client Group left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #551 holding.
Measured Wealth Private Client Group first reported a position in Sun Communities in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Sun Communities position peaked at $166K in Q3 2018.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.