NorthCrest Asset Manangement’s Sun Communities SUI Stock Holding History

NorthCrest Asset Manangement’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 Q3	$267K	Buy	+2,390	New	+$286K	0.01%	861

Other funds holding SUI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

JRPIM

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

NorthCrest Asset Manangement's SUI Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in Sun Communities (SUI) in Q3 2026: 2,390 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #861 among its holdings.

29 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

NorthCrest Asset Manangement held 2,390 shares of Sun Communities worth $267K as of Q3 2026.
Sun Communities was a new NorthCrest Asset Manangement position in Q3 2026.
Sun Communities made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #861 holding.
29 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.