NAAA
SUI icon

New Age Alpha Advisors’s Sun Communities SUI Stock Holding History

New Age Alpha Advisors’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 		$2.44M Hold
20,360
– – 0.1% 256
2026
Q1 		$2.56M Buy
20,360
+318
+2% +$41.1K 0.12% 248
2025
Q4 		$2.48M Sell
20,042
-3,943
-16% -$494K 0.11% 276
2025
Q3 		$3.09M Sell
23,985
-1,507
-6% -$190K 0.13% 217
2025
Q2 		$3.22M Buy
25,492
+24,562
+2,641% +$3.05M 0.14% 211
2025
Q1 		$120K Sell
930
-17,742
-95% -$2.27M 0.01% 720
2024
Q4 		$2.3M Buy
+18,672
New +$2.39M 0.09% 295

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

New Age Alpha Advisors's SUI Position: Q2 2026 in Review

New Age Alpha Advisors held its Sun Communities (SUI) position steady in Q2 2026 at 20,360 shares worth $2.44M. The position accounts for 0.1% of the portfolio, ranked #256.

New Age Alpha Advisors first reported a position in SUI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q2 2025. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • New Age Alpha Advisors held 20,360 shares of Sun Communities worth $2.44M as of Q2 2026.
  • New Age Alpha Advisors left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up 0.1% of New Age Alpha Advisors's portfolio in Q2 2026, its #256 holding.
  • New Age Alpha Advisors first reported a position in Sun Communities in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Sun Communities position peaked at $3.22M in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.