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 Q2	–	Sell	-100	Closed	-$12.6K	–	614
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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Scarborough Advisors's SUI Position: Q2 2026 in Review

Scarborough Advisors sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 100 shares — an estimated $12.6K sold.

Scarborough Advisors first reported a position in SUI in Q4 2023 and held it in 2 quarters. The position peaked at $13.4K in Q4 2023. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Scarborough Advisors reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 100 Sun Communities shares in Q2 2026, an estimated $12.6K.
Scarborough Advisors first reported a position in Sun Communities in Q4 2023 and held it in 2 quarters.
Scarborough Advisors's Sun Communities position peaked at $13.4K in Q4 2023.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.