SageView Advisory Group’s Sun Communities SUI Stock Holding History

SageView Advisory Group’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	–	Sell	-47	Closed	-$5.82K	–	2209
2025 Q4	$5.82K	Buy	+47	New	+$5.88K	﹤0.01%	1920

Other funds holding SUI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's SUI Position: Q1 2026 in Review

SageView Advisory Group sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 47 shares — an estimated $5.82K sold.

SageView Advisory Group first reported a position in SUI in Q4 2025 and held it in 1 quarter. The position peaked at $5.82K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

SageView Advisory Group reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 47 Sun Communities shares in Q1 2026, an estimated $5.82K.
SageView Advisory Group first reported a position in Sun Communities in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Sun Communities position peaked at $5.82K in Q4 2025.
516 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.