Provenance Wealth Advisors’s Sun Communities SUI Stock Holding History

Provenance Wealth Advisors’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	$1.08K	Hold	9	–	–	﹤0.01%	503
2026 Q1	$1.13K	Hold	9	–	–	﹤0.01%	393
2025 Q4	$1.11K	Hold	9	–	–	﹤0.01%	400
2025 Q3	$1.16K	Hold	9	–	–	﹤0.01%	420
2025 Q2	$1.14K	Hold	9	–	–	﹤0.01%	404
2025 Q1	$1.16K	Hold	9	–	–	﹤0.01%	458
2024 Q4	$1.11K	Hold	9	–	–	﹤0.01%	481
2024 Q3	$1.22K	Hold	9	–	–	﹤0.01%	514
2024 Q2	$1.08K	Hold	9	–	–	﹤0.01%	437
2024 Q1	$1.16K	Hold	9	–	–	﹤0.01%	464
2023 Q4	$1.2K	Sell	9 -1	-10%	-$120	﹤0.01%	508
2023 Q3	$1.18K	Buy	+10	New	+$1.27K	﹤0.01%	377

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

Provenance Wealth Advisors's SUI Position: Q2 2026 in Review

Provenance Wealth Advisors held its Sun Communities (SUI) position steady in Q2 2026 at 9 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Provenance Wealth Advisors first reported a position in SUI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22K in Q3 2024. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Provenance Wealth Advisors held 9 shares of Sun Communities worth $1.08K as of Q2 2026.
Provenance Wealth Advisors left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #503 holding.
Provenance Wealth Advisors first reported a position in Sun Communities in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Sun Communities position peaked at $1.22K in Q3 2024.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.