Purpose Unlimited Inc’s Sun Communities SUI Stock Holding History

Purpose Unlimited Inc’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	$231K	Hold	1,837	–	–	0.01%	228
2025 Q4	$228K	Buy	+1,837	New	+$230K	0.01%	181

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Purpose Unlimited Inc's SUI Position: Q1 2026 in Review

Purpose Unlimited Inc held its Sun Communities (SUI) position steady in Q1 2026 at 1,837 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #228.

Purpose Unlimited Inc first reported a position in SUI in Q4 2025 and has held it in 2 quarters since. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Purpose Unlimited Inc held 1,837 shares of Sun Communities worth $231K as of Q1 2026.
Purpose Unlimited Inc left its Sun Communities share count unchanged in Q1 2026.
Sun Communities made up 0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #228 holding.
Purpose Unlimited Inc first reported a position in Sun Communities in Q4 2025 and has held it in 2 quarters since.
513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.