Portside Wealth Group’s Sun Communities SUI Stock Holding History

Portside Wealth 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 Q2	$1.02M	Buy	+8,539	New	+$1.07M	0.12%	190
2024 Q1	–	Sell	-2,141	Closed	-$286K	–	390
2023 Q4	$286K	Sell	2,141 -98	-4%	-$11.8K	0.05%	274
2023 Q3	$263K	Buy	2,239 +134	+6%	+$17K	0.05%	267
2023 Q2	$275K	Buy	+2,105	New	+$282K	0.05%	270

Other funds holding SUI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM