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 Q3	$256K	Buy	2,307 +2,298	+25,533%	+$275K	0.02%	411
2026 Q2	$1.08K	Hold	9	–	–	﹤0.01%	503
2026 Q1	$1.13K	Hold	9	–	–	﹤0.01%	393
2025 Q4	$1.12K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Provenance Wealth Advisors's SUI Position: Q3 2026 in Review

Provenance Wealth Advisors increased its Sun Communities (SUI) stake by 25,533% in Q3 2026, buying an estimated $275K and bringing the position to 2,307 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #411.

Provenance Wealth Advisors first reported a position in SUI in Q3 2023 and has held it in 13 quarters since. 247 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Provenance Wealth Advisors held 2,307 shares of Sun Communities worth $256K as of Q3 2026.
Provenance Wealth Advisors bought 2,298 Sun Communities shares in Q3 2026, an estimated $275K.
Sun Communities made up 0.02% of Provenance Wealth Advisors's portfolio in Q3 2026, its #411 holding.
Provenance Wealth Advisors first reported a position in Sun Communities in Q3 2023 and has held it in 13 quarters since.
247 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.