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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
Q2 		$3.12K Hold
26
– – ﹤0.01% 342
2026
Q1 		$3.27K Buy
+26
New +$3.36K ﹤0.01% 324

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MJT & Associates Financial Advisory's SUI Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Sun Communities (SUI) position steady in Q2 2026 at 26 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

MJT & Associates Financial Advisory first reported a position in SUI in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.27K in Q1 2026. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • MJT & Associates Financial Advisory held 26 shares of Sun Communities worth $3.12K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #342 holding.
  • MJT & Associates Financial Advisory first reported a position in Sun Communities in Q1 2026 and has held it in 2 quarters since.
  • MJT & Associates Financial Advisory's Sun Communities position peaked at $3.27K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.