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Scarborough Advisors’s Sun Communities SUI Stock Holding History

Scarborough Advisors’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 		$12.6K Buy
+100
New +$12.9K ﹤0.01% 406
2024
Q1 		– Sell
-100
Closed -$13.4K – 681
2023
Q4 		$13.4K Buy
+100
New +$12K ﹤0.01% 334

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

Scarborough Advisors's SUI Position: Q1 2026 in Review

Scarborough Advisors opened a new position in Sun Communities (SUI) in Q1 2026: 100 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Scarborough Advisors previously reported a position in SUI as recently as Q4 2023.

Scarborough Advisors first reported a position in SUI in Q4 2023 and has held it in 2 quarters since. The position peaked at $13.4K in Q4 2023. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Scarborough Advisors held 100 shares of Sun Communities worth $12.6K as of Q1 2026.
  • Sun Communities was a new Scarborough Advisors position in Q1 2026.
  • Sun Communities made up ﹤0.01% of Scarborough Advisors's portfolio in Q1 2026, its #406 holding.
  • Scarborough Advisors first reported a position in Sun Communities in Q4 2023 and has held it in 2 quarters since.
  • Scarborough Advisors's Sun Communities position peaked at $13.4K in Q4 2023.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.