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SUI icon

NewEdge Advisors’s Sun Communities SUI Stock Holding History

NewEdge 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 		$871K Buy
7,263
+5,742
+378% +$718K ﹤0.01% 1751
2026
Q1 		$192K Buy
1,521
+24
+2% +$3.1K ﹤0.01% 2604
2025
Q4 		$186K Hold
1,497
– – ﹤0.01% 2600
2025
Q3 		$193K Sell
1,497
-35
-2% -$4.42K ﹤0.01% 2418
2025
Q2 		$194K Buy
1,532
+2
+0.1% +$248 ﹤0.01% 2228
2025
Q1 		$197K Buy
1,530
+65
+4% +$8.31K ﹤0.01% 2102
2024
Q4 		$180K Sell
1,465
-16
-1% -$2.05K ﹤0.01% 2112
2024
Q3 		$200K Buy
1,481
+1
+0.1% +$131 ﹤0.01% 2000
2024
Q2 		$178K Sell
1,480
-48
-3% -$5.7K ﹤0.01% 1957
2024
Q1 		$197K Buy
1,528
+49
+3% +$6.36K ﹤0.01% 1848
2023
Q4 		$198K Buy
1,479
+146
+11% +$17.6K ﹤0.01% 1717
2023
Q3 		$158K Sell
1,333
-26
-2% -$3.3K ﹤0.01% 1697
2023
Q2 		$177K Buy
1,359
+4
+0.3% +$535 ﹤0.01% 1676
2023
Q1 		$191K Buy
1,355
+979
+260% +$143K ﹤0.01% 1560
2022
Q4 		$29.1K Buy
+376
New +$51.4K ﹤0.01% 1978
2017
Q3 		– Sell
-135
Closed -$11.6K – 1028
2017
Q2 		$11.6K Buy
+135
New +$11.6K ﹤0.01% 906

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

NewEdge Advisors's SUI Position: Q2 2026 in Review

NewEdge Advisors increased its Sun Communities (SUI) stake by 378% in Q2 2026, buying an estimated $718K and bringing the position to 7,263 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

NewEdge Advisors first reported a position in SUI in Q2 2017 and has held it in 16 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • NewEdge Advisors held 7,263 shares of Sun Communities worth $871K as of Q2 2026.
  • NewEdge Advisors bought 5,742 Sun Communities shares in Q2 2026, an estimated $718K.
  • Sun Communities made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1751 holding.
  • NewEdge Advisors first reported a position in Sun Communities in Q2 2017 and has held it in 16 quarters since.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.