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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Portside Wealth Group's SUI Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Sun Communities (SUI) in Q2 2026: 8,539 shares worth $1.02M. The stake represents 0.12% of the portfolio and ranks #190 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in SUI as recently as Q4 2023.

Portside Wealth Group first reported a position in SUI in Q2 2023 and has held it in 4 quarters since. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Portside Wealth Group held 8,539 shares of Sun Communities worth $1.02M as of Q2 2026.
  • Sun Communities was a new Portside Wealth Group position in Q2 2026.
  • Sun Communities made up 0.12% of Portside Wealth Group's portfolio in Q2 2026, its #190 holding.
  • Portside Wealth Group first reported a position in Sun Communities in Q2 2023 and has held it in 4 quarters since.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.