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MJT & Associates Financial Advisory’s Sun Communities SUI Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$2.88K Hold
26
– – ﹤0.01% 332
2026
Q2 		$3.12K Hold
26
– – ﹤0.01% 342
2026
Q1 		$3.27K Buy
+26
New +$3.36K ﹤0.01% 324

Other funds holding SUI

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

MJT & Associates Financial Advisory's SUI Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Sun Communities (SUI) position steady in Q3 2026 at 26 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

MJT & Associates Financial Advisory first reported a position in SUI in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.27K in Q1 2026. 16 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • MJT & Associates Financial Advisory held 26 shares of Sun Communities worth $2.88K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Sun Communities share count unchanged in Q3 2026.
  • Sun Communities made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #332 holding.
  • MJT & Associates Financial Advisory first reported a position in Sun Communities in Q1 2026 and has held it in 3 quarters since.
  • MJT & Associates Financial Advisory's Sun Communities position peaked at $3.27K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.