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Strategic Wealth Partners’s Sun Communities SUI Stock Holding History

Strategic Wealth Partners’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 		$7.18K Hold
57
– – ﹤0.01% 964
2025
Q4 		$7.06K Buy
+57
New +$7.13K ﹤0.01% 974

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

Strategic Wealth Partners's SUI Position: Q1 2026 in Review

Strategic Wealth Partners held its Sun Communities (SUI) position steady in Q1 2026 at 57 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Strategic Wealth Partners first reported a position in SUI in Q4 2025 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Strategic Wealth Partners held 57 shares of Sun Communities worth $7.18K as of Q1 2026.
  • Strategic Wealth Partners left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #964 holding.
  • Strategic Wealth Partners first reported a position in Sun Communities in Q4 2025 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.