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 Q2	$721K	Sell	6,014 -229	-4%	-$28.6K	0.01%	748
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewEdge Wealth's SUI Position: Q2 2026 in Review

NewEdge Wealth reduced its Sun Communities (SUI) stake by 3.7% in Q2 2026, selling an estimated $28.6K and leaving 6,014 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #748.

NewEdge Wealth first reported a position in SUI in Q4 2023 and has held it in 4 quarters since. The position peaked at $786K in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

NewEdge Wealth held 6,014 shares of Sun Communities worth $721K as of Q2 2026.
NewEdge Wealth sold 229 Sun Communities shares in Q2 2026, an estimated $28.6K.
Sun Communities made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #748 holding.
NewEdge Wealth first reported a position in Sun Communities in Q4 2023 and has held it in 4 quarters since.
NewEdge Wealth's Sun Communities position peaked at $786K in Q1 2026.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.