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Rialto Wealth Management’s Sun Communities SUI Stock Holding History

Rialto Wealth Management’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 		$504 Hold
4
– – ﹤0.01% 1378
2025
Q4 		$496 Hold
4
– – ﹤0.01% 1286
2025
Q3 		$516 Hold
4
– – ﹤0.01% 1217
2025
Q2 		$506 Hold
4
– – ﹤0.01% 1151
2025
Q1 		$515 Buy
+4
New +$511 ﹤0.01% 816

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

Rialto Wealth Management's SUI Position: Q1 2026 in Review

Rialto Wealth Management held its Sun Communities (SUI) position steady in Q1 2026 at 4 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Rialto Wealth Management first reported a position in SUI in Q1 2025 and has held it in 5 quarters since. The position peaked at $516 in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Rialto Wealth Management held 4 shares of Sun Communities worth $504 as of Q1 2026.
  • Rialto Wealth Management left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1378 holding.
  • Rialto Wealth Management first reported a position in Sun Communities in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Sun Communities position peaked at $516 in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.