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Root Financial Partners’s Sun Communities SUI Stock Holding History

Root Financial 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 		$4.54K Buy
36
+30
+500% +$3.88K ﹤0.01% 1988
2025
Q4 		$743 Sell
6
-4
-40% -$501 ﹤0.01% 2161
2025
Q3 		$1.29K Buy
+10
New +$1.26K ﹤0.01% 2019

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

Root Financial Partners's SUI Position: Q1 2026 in Review

Root Financial Partners increased its Sun Communities (SUI) stake by 500% in Q1 2026, buying an estimated $3.88K and bringing the position to 36 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Root Financial Partners first reported a position in SUI in Q3 2025 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Root Financial Partners held 36 shares of Sun Communities worth $4.54K as of Q1 2026.
  • Root Financial Partners bought 30 Sun Communities shares in Q1 2026, an estimated $3.88K.
  • Sun Communities made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1988 holding.
  • Root Financial Partners first reported a position in Sun Communities in Q3 2025 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.