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Pursue Wealth Partners’s Sun Communities SUI Stock Holding History

Pursue Wealth Partners’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 		$251K Hold
1,992
– – 0.15% 90
2025
Q4 		$247K Hold
1,992
– – 0.12% 93
2025
Q3 		$257K Hold
1,992
– – 0.14% 99
2025
Q2 		$252K Hold
1,992
– – 0.14% 98
2025
Q1 		$256K Hold
1,992
– – 0.16% 99
2024
Q4 		$245K Hold
1,992
– – 0.14% 99
2024
Q3 		$269K Hold
1,992
– – 0.15% 91
2024
Q2 		$240K Hold
1,992
– – 0.13% 99
2024
Q1 		$256K Buy
+1,992
New +$259K 0.15% 89

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pursue Wealth Partners's SUI Position: Q1 2026 in Review

Pursue Wealth Partners held its Sun Communities (SUI) position steady in Q1 2026 at 1,992 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #90.

Pursue Wealth Partners first reported a position in SUI in Q1 2024 and has held it in 9 quarters since. The position peaked at $269K in Q3 2024. 513 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Pursue Wealth Partners held 1,992 shares of Sun Communities worth $251K as of Q1 2026.
  • Pursue Wealth Partners left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up 0.15% of Pursue Wealth Partners's portfolio in Q1 2026, its #90 holding.
  • Pursue Wealth Partners first reported a position in Sun Communities in Q1 2024 and has held it in 9 quarters since.
  • Pursue Wealth Partners's Sun Communities position peaked at $269K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.