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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
Q2 		$6.83K Hold
57
– – ﹤0.01% 1001
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

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

Strategic Wealth Partners's SUI Position: Q2 2026 in Review

Strategic Wealth Partners held its Sun Communities (SUI) position steady in Q2 2026 at 57 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Strategic Wealth Partners first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.18K in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Strategic Wealth Partners held 57 shares of Sun Communities worth $6.83K as of Q2 2026.
  • Strategic Wealth Partners left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1001 holding.
  • Strategic Wealth Partners first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Sun Communities position peaked at $7.18K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.