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Smartleaf Asset Management’s Sun Communities SUI Stock Holding History

Smartleaf Asset Management’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 		$41K Hold
338
– – ﹤0.01% 1626
2026
Q1 		$42.7K Sell
338
-1,216
-78% -$157K ﹤0.01% 1537
2025
Q4 		$195K Buy
1,554
+889
+134% +$111K 0.01% 813
2025
Q3 		$85.9K Buy
665
+109
+20% +$13.8K 0.01% 1149
2025
Q2 		$70.4K Buy
556
+151
+37% +$18.7K 0.01% 1011
2025
Q1 		$52.8K Buy
405
+6
+2% +$767 0.01% 1121
2024
Q4 		$49K Buy
399
+124
+45% +$15.9K 0.01% 1191
2024
Q3 		$37.4K Buy
275
+166
+152% +$21.8K ﹤0.01% 1022
2024
Q2 		$13.1K Buy
109
+35
+47% +$4.16K ﹤0.01% 1265
2024
Q1 		$9.35K Buy
+74
New +$9.61K ﹤0.01% 1029

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

Smartleaf Asset Management's SUI Position: Q2 2026 in Review

Smartleaf Asset Management held its Sun Communities (SUI) position steady in Q2 2026 at 338 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Smartleaf Asset Management first reported a position in SUI in Q1 2024 and has held it in 10 quarters since. The position peaked at $195K in Q4 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Smartleaf Asset Management held 338 shares of Sun Communities worth $41K as of Q2 2026.
  • Smartleaf Asset Management left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1626 holding.
  • Smartleaf Asset Management first reported a position in Sun Communities in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Sun Communities position peaked at $195K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.