Physician Wealth Advisors’s Sun Communities SUI Stock Holding History

Physician Wealth 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 Q3	$887	Buy	8 +4	+100%	+$478	﹤0.01%	2000
2026 Q2	$480	Sell	4 -32	-89%	-$4K	﹤0.01%	2153
2026 Q1	$4.54K	Buy	36 +13	+57%	+$1.68K	﹤0.01%	1039
2025 Q4	$2.85K	Sell	23 -28	-55%	-$3.5K	﹤0.01%	1146
2025 Q3	$6.58K	Buy	51 +36	+240%	+$4.55K	﹤0.01%	860
2025 Q2	$1.9K	Buy	+15	New	+$1.86K	﹤0.01%	1067
2025 Q1	–	Sell	-79	Closed	-$9.7K	–	1520
2024 Q4	$9.7K	Buy	+79	New	+$10.1K	﹤0.01%	637

Other funds holding SUI

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

AAA

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

Physician Wealth Advisors's SUI Position: Q3 2026 in Review

Physician Wealth Advisors increased its Sun Communities (SUI) stake by 100% in Q3 2026, buying an estimated $478 and bringing the position to 8 shares worth $887. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Physician Wealth Advisors first reported a position in SUI in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.7K in Q4 2024. 87 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Physician Wealth Advisors held 8 shares of Sun Communities worth $887 as of Q3 2026.
Physician Wealth Advisors bought 4 Sun Communities shares in Q3 2026, an estimated $478.
Sun Communities made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2000 holding.
Physician Wealth Advisors first reported a position in Sun Communities in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Sun Communities position peaked at $9.7K in Q4 2024.
87 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.