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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
Q2 		– Sell
-36
Closed -$4.54K – 2842
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

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

Root Financial Partners's SUI Position: Q2 2026 in Review

Root Financial Partners sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 36 shares — an estimated $4.54K sold.

Root Financial Partners first reported a position in SUI in Q3 2025 and held it in 3 quarters. The position peaked at $4.54K in Q1 2026. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Root Financial Partners reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 36 Sun Communities shares in Q2 2026, an estimated $4.54K.
  • Root Financial Partners first reported a position in Sun Communities in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sun Communities position peaked at $4.54K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.