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Private Advisor Group’s Sun Communities SUI Stock Holding History

Private Advisor 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
Q1 		– Sell
-2,159
Closed -$267K – 2838
2025
Q4 		$267K Buy
+2,159
New +$270K ﹤0.01% 2232
2020
Q3 		– Sell
-494
Closed -$67K – 3194
2020
Q2 		$67K Sell
494
-5,520
-92% -$733K ﹤0.01% 1935
2020
Q1 		$751K Buy
6,014
+184
+3% +$27.8K 0.01% 758
2019
Q4 		$875K Buy
+5,830
New +$908K 0.01% 820

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Advisor Group's SUI Position: Q1 2026 in Review

Private Advisor Group sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 2,159 shares — an estimated $267K sold.

Private Advisor Group first reported a position in SUI in Q4 2019 and held it in 4 quarters. The position peaked at $875K in Q4 2019. 515 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Private Advisor Group reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 2,159 Sun Communities shares in Q1 2026, an estimated $267K.
  • Private Advisor Group first reported a position in Sun Communities in Q4 2019 and held it in 4 quarters.
  • Private Advisor Group's Sun Communities position peaked at $875K in Q4 2019.
  • 515 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.