Planning Strategies’s Sun Communities SUI Stock Holding History

Planning Strategies’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	$600	Buy	+5	New	+$625	﹤0.01%	827

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Planning Strategies's SUI Position: Q2 2026 in Review

Planning Strategies opened a new position in Sun Communities (SUI) in Q2 2026: 5 shares worth $600. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings.

484 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Planning Strategies held 5 shares of Sun Communities worth $600 as of Q2 2026.
Sun Communities was a new Planning Strategies position in Q2 2026.
Sun Communities made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #827 holding.
484 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.