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Sequoia Financial Advisors’s Sun Communities SUI Stock Holding History

Sequoia Financial 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 		$425K Sell
3,540
-393
-10% -$49.2K ﹤0.01% 1442
2026
Q1 		$495K Buy
3,933
+1,500
+62% +$194K ﹤0.01% 1282
2025
Q4 		$301K Sell
2,433
-1,004
-29% -$126K ﹤0.01% 1556
2025
Q3 		$443K Buy
+3,437
New +$434K ﹤0.01% 1193

Other funds holding SUI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Sequoia Financial Advisors's SUI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Sun Communities (SUI) stake by 10% in Q2 2026, selling an estimated $49.2K and leaving 3,540 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Sequoia Financial Advisors first reported a position in SUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $495K in Q1 2026. 64 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Sequoia Financial Advisors held 3,540 shares of Sun Communities worth $425K as of Q2 2026.
  • Sequoia Financial Advisors sold 393 Sun Communities shares in Q2 2026, an estimated $49.2K.
  • Sun Communities made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1442 holding.
  • Sequoia Financial Advisors first reported a position in Sun Communities in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Sun Communities position peaked at $495K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.