Physician Wealth Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
Other funds holding SUI
Physician Wealth Advisors's SUI Position: Q2 2026 in Review
Physician Wealth Advisors reduced its Sun Communities (SUI) stake by 89% in Q2 2026, selling an estimated $4K and leaving 4 shares worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #2153.
Physician Wealth Advisors first reported a position in SUI in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.71K in Q4 2024. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.
- Physician Wealth Advisors held 4 shares of Sun Communities worth $480 as of Q2 2026.
- Physician Wealth Advisors sold 32 Sun Communities shares in Q2 2026, an estimated $4K.
- Sun Communities made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2153 holding.
- Physician Wealth Advisors first reported a position in Sun Communities in Q4 2024 and has held it in 6 quarters since.
- Physician Wealth Advisors's Sun Communities position peaked at $9.71K in Q4 2024.
- 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.