Sound Income Strategies’s Sun Communities SUI Stock Holding History

Sound Income Strategies’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	-9	Closed	-$1.17K	–	2170
2026 Q1	$1.17K	Sell	9 -15	-63%	-$1.94K	﹤0.01%	2268
2025 Q4	$3.13K	Buy	24 +9	+60%	+$1.13K	﹤0.01%	2002
2025 Q3	$1.84K	Hold	15	–	–	﹤0.01%	1357
2025 Q2	$1.9K	Buy	+15	New	+$1.86K	﹤0.01%	1265

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sound Income Strategies's SUI Position: Q2 2026 in Review

Sound Income Strategies sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 9 shares — an estimated $1.17K sold.

Sound Income Strategies first reported a position in SUI in Q2 2025 and held it in 4 quarters. The position peaked at $3.13K in Q4 2025. 376 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Sound Income Strategies reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 9 Sun Communities shares in Q2 2026, an estimated $1.17K.
Sound Income Strategies first reported a position in Sun Communities in Q2 2025 and held it in 4 quarters.
Sound Income Strategies's Sun Communities position peaked at $3.13K in Q4 2025.
376 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.