Parr McKnight Wealth Management Group’s Sun Communities SUI Stock Holding History

Parr McKnight Wealth Management Group’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	–	Sell	-9,331	Closed	-$1.16M	–	243
2025 Q4	$1.16M	Sell	9,331 -1,221	-12%	-$153K	0.15%	146
2025 Q3	$1.36M	Buy	10,552 +369	+4%	+$46.6K	0.18%	142
2025 Q2	$1.29M	Buy	10,183 +302	+3%	+$37.4K	0.18%	148
2025 Q1	$1.27M	Buy	9,881 +1,575	+19%	+$201K	0.18%	151
2024 Q4	$1.02M	Buy	+8,306	New	+$1.06M	0.15%	150

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parr McKnight Wealth Management Group's SUI Position: Q1 2026 in Review

Parr McKnight Wealth Management Group sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 9,331 shares — an estimated $1.16M sold.

Parr McKnight Wealth Management Group first reported a position in SUI in Q4 2024 and held it in 5 quarters. The position peaked at $1.36M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Parr McKnight Wealth Management Group reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
Parr McKnight Wealth Management Group sold 9,331 Sun Communities shares in Q1 2026, an estimated $1.16M.
Parr McKnight Wealth Management Group first reported a position in Sun Communities in Q4 2024 and held it in 5 quarters.
Parr McKnight Wealth Management Group's Sun Communities position peaked at $1.36M in Q3 2025.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.