Raymond James Financial
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Raymond James Financial’s Sun Communities SUI Stock Holding History

Raymond James Financial’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 		$15.5M Buy
129,056
+31,840
+33% +$3.98M ﹤0.01% 1770
2026
Q1 		$12.2M Sell
97,216
-21,609
-18% -$2.79M ﹤0.01% 1845
2025
Q4 		$14.7M Sell
118,825
-6,768
-5% -$847K ﹤0.01% 1667
2025
Q3 		$16.2M Sell
125,593
-274
-0.2% -$34.6K 0.01% 1553
2025
Q2 		$15.9M Buy
125,867
+1,841
+1% +$228K 0.01% 1533
2025
Q1 		$16M Sell
124,026
-6,501
-5% -$831K 0.01% 1486
2024
Q4 		$16.1M Buy
+130,527
New +$16.7M 0.01% 1479

Other funds holding SUI

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial's SUI Position: Q2 2026 in Review

Raymond James Financial increased its Sun Communities (SUI) stake by 33% in Q2 2026, buying an estimated $3.98M and bringing the position to 129,056 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Raymond James Financial first reported a position in SUI in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2M in Q3 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Raymond James Financial held 129,056 shares of Sun Communities worth $15.5M as of Q2 2026.
  • Raymond James Financial bought 31,840 Sun Communities shares in Q2 2026, an estimated $3.98M.
  • Sun Communities made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1770 holding.
  • Raymond James Financial first reported a position in Sun Communities in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Sun Communities position peaked at $16.2M in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.