Principia Wealth Advisory’s Sun Communities SUI Stock Holding History

Principia Wealth Advisory’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	$719	Buy	6 +1	+20%	+$125	﹤0.01%	823
2026 Q1	$630	Buy	5 +3	+150%	+$388	﹤0.01%	814
2025 Q4	$248	Hold	2	–	–	﹤0.01%	906
2025 Q3	$258	Sell	2 -2	-50%	-$253	﹤0.01%	875
2025 Q2	$506	Buy	4 +2	+100%	+$248	﹤0.01%	729
2025 Q1	$243	Hold	2	–	–	﹤0.01%	754
2024 Q4	$246	Buy	+2	New	+$256	﹤0.01%	703

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principia Wealth Advisory's SUI Position: Q2 2026 in Review

Principia Wealth Advisory increased its Sun Communities (SUI) stake by 20% in Q2 2026, buying an estimated $125 and bringing the position to 6 shares worth $719. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Principia Wealth Advisory first reported a position in SUI in Q4 2024 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Principia Wealth Advisory held 6 shares of Sun Communities worth $719 as of Q2 2026.
Principia Wealth Advisory bought 1 Sun Communities share in Q2 2026, an estimated $125.
Sun Communities made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #823 holding.
Principia Wealth Advisory first reported a position in Sun Communities in Q4 2024 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.