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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
Q2 		$480 Hold
4
– – ﹤0.01% 1745
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

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rialto Wealth Management's SUI Position: Q2 2026 in Review

Rialto Wealth Management held its Sun Communities (SUI) position steady in Q2 2026 at 4 shares worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Rialto Wealth Management first reported a position in SUI in Q1 2025 and has held it in 6 quarters since. The position peaked at $516 in Q3 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Rialto Wealth Management held 4 shares of Sun Communities worth $480 as of Q2 2026.
  • Rialto Wealth Management left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1745 holding.
  • Rialto Wealth Management first reported a position in Sun Communities in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Sun Communities position peaked at $516 in Q3 2025.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.