NW
SUI icon

NewEdge Wealth’s Sun Communities SUI Stock Holding History

NewEdge Wealth’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 		$786K Buy
+6,243
New +$807K 0.01% 687
2024
Q4 		– Sell
-1,511
Closed -$204K – 958
2024
Q3 		$204K Buy
+1,511
New +$199K ﹤0.01% 838
2024
Q1 		– Sell
-2,232
Closed -$298K – 848
2023
Q4 		$298K Buy
+2,232
New +$269K 0.01% 623

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 Wealth's SUI Position: Q1 2026 in Review

NewEdge Wealth opened a new position in Sun Communities (SUI) in Q1 2026: 6,243 shares worth $786K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in SUI as recently as Q3 2024.

NewEdge Wealth first reported a position in SUI in Q4 2023 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • NewEdge Wealth held 6,243 shares of Sun Communities worth $786K as of Q1 2026.
  • Sun Communities was a new NewEdge Wealth position in Q1 2026.
  • Sun Communities made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #687 holding.
  • NewEdge Wealth first reported a position in Sun Communities in Q4 2023 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

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