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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's SUI Position: Q1 2026 in Review

NewEdge Advisors increased its Sun Communities (SUI) stake by 1.6% in Q1 2026, buying an estimated $3.1K and bringing the position to 1,521 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

NewEdge Advisors first reported a position in SUI in Q2 2017 and has held it in 15 quarters since. The position peaked at $200K in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • NewEdge Advisors held 1,521 shares of Sun Communities worth $192K as of Q1 2026.
  • NewEdge Advisors bought 24 Sun Communities shares in Q1 2026, an estimated $3.1K.
  • Sun Communities made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2604 holding.
  • NewEdge Advisors first reported a position in Sun Communities in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's Sun Communities position peaked at $200K in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.