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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
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

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

Smartleaf Asset Management's SUI Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Sun Communities (SUI) stake by 78% in Q1 2026, selling an estimated $157K and leaving 338 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Smartleaf Asset Management first reported a position in SUI in Q1 2024 and has held it in 9 quarters since. The position peaked at $195K in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Smartleaf Asset Management held 338 shares of Sun Communities worth $42.7K as of Q1 2026.
  • Smartleaf Asset Management sold 1,216 Sun Communities shares in Q1 2026, an estimated $157K.
  • Sun Communities made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1537 holding.
  • Smartleaf Asset Management first reported a position in Sun Communities in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Sun Communities position peaked at $195K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.