Steward Partners Investment Advisory’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.57M | Buy |
21,427
+497
| +2% | +$62.2K | 0.01% | 812 |
|
|
2026
Q1 | $2.64M | Buy |
20,930
+268
| +1% | +$34.6K | 0.01% | 749 |
|
|
2025
Q4 | $2.56M | Sell |
20,662
-2,350
| -10% | -$294K | 0.01% | 685 |
|
|
2025
Q3 | $2.97M | Sell |
23,012
-90
| -0.4% | -$11.4K | 0.02% | 639 |
|
|
2025
Q2 | $2.92M | Buy |
23,102
+113
| +0.5% | +$14K | 0.02% | 578 |
|
|
2025
Q1 | $2.96M | Sell |
22,989
-73
| -0.3% | -$9.33K | 0.03% | 535 |
|
|
2024
Q4 | $2.84M | Sell |
23,062
-359
| -2% | -$46K | 0.03% | 528 |
|
|
2024
Q3 | $3.17M | Sell |
23,421
-45
| -0.2% | -$5.92K | 0.03% | 494 |
|
|
2024
Q2 | $2.82M | Sell |
23,466
-161
| -0.7% | -$19.1K | 0.03% | 488 |
|
|
2024
Q1 | $3.04M | Buy |
23,627
+148
| +0.6% | +$19.2K | 0.03% | 450 |
|
|
2023
Q4 | $3.14M | Sell |
23,479
-28
| -0.1% | -$3.37K | 0.04% | 387 |
|
|
2023
Q3 | $2.78M | Buy |
23,507
+241
| +1% | +$30.6K | 0.04% | 384 |
|
|
2023
Q2 | $3.04M | Sell |
23,266
-26
| -0.1% | -$3.48K | 0.05% | 366 |
|
|
2023
Q1 | $3.28M | Sell |
23,292
-107
| -0.5% | -$15.6K | 0.05% | 344 |
|
|
2022
Q4 | $3.35M | Sell |
23,399
-13
| -0.1% | -$1.77K | 0.06% | 331 |
|
|
2022
Q3 | $3.17M | Buy |
23,412
+12
| +0.1% | +$1.9K | 0.06% | 322 |
|
|
2022
Q2 | $3.73M | Sell |
23,400
-5,971
| -20% | -$1M | 0.07% | 292 |
|
|
2022
Q1 | $5.15M | Sell |
29,371
-4,987
| -15% | -$927K | 0.08% | 256 |
|
|
2021
Q4 | $7.21M | Sell |
34,358
-51,548
| -60% | -$10.2M | 0.11% | 200 |
|
|
2021
Q3 | $15.9M | Buy |
85,906
+219
| +0.3% | +$42.3K | 0.27% | 83 |
|
|
2021
Q2 | $14.7M | Sell |
85,687
-3,410
| -4% | -$565K | 0.25% | 90 |
|
|
2021
Q1 | $13.4M | Sell |
89,097
-3,095
| -3% | -$457K | 0.23% | 100 |
|
|
2020
Q4 | $14M | Buy |
92,192
+66
| +0.1% | +$9.55K | 0.3% | 78 |
|
|
2020
Q3 | $13M | Sell |
92,126
-55
| -0.1% | -$7.89K | 0.33% | 75 |
|
|
2020
Q2 | $12.5M | Buy |
92,181
+17
| +0% | +$2.26K | 0.36% | 66 |
|
|
2020
Q1 | $11.5M | Sell |
92,164
-92,114
| -50% | -$13.9M | 0.42% | 55 |
|
|
2019
Q4 | $27.7M | Buy |
184,278
+184,222
| +328,968% | +$28.7M | 0.82% | 19 |
|
|
2019
Q3 | $8K | Hold |
56
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q2 | $7K | Buy |
+56
| New | +$6.95K | ﹤0.01% | 2130 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$6K | – | 1986 |
|
|
2018
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 2076 |
|
|
2018
Q2 | $5K | Sell |
56
-11,059
| -99% | -$1.04M | ﹤0.01% | 2013 |
|
|
2018
Q1 | $1.01M | Buy |
+11,115
| New | +$981K | 0.07% | 265 |
|
Other funds holding SUI
Steward Partners Investment Advisory's SUI Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Sun Communities (SUI) stake by 2.4% in Q2 2026, buying an estimated $62.2K and bringing the position to 21,427 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #812.
Steward Partners Investment Advisory first reported a position in SUI in Q1 2018 and has held it in 32 quarters since. The position peaked at $27.7M in Q4 2019. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.
- Steward Partners Investment Advisory held 21,427 shares of Sun Communities worth $2.57M as of Q2 2026.
- Steward Partners Investment Advisory bought 497 Sun Communities shares in Q2 2026, an estimated $62.2K.
- Sun Communities made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #812 holding.
- Steward Partners Investment Advisory first reported a position in Sun Communities in Q1 2018 and has held it in 32 quarters since.
- Steward Partners Investment Advisory's Sun Communities position peaked at $27.7M in Q4 2019.
- 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.