Summit Wealth Group’s Sun Communities SUI Stock Holding History

Summit Wealth Group’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	$466K	Hold	3,887	–	–	0.1%	84
2026 Q1	$490K	Hold	3,887	–	–	0.11%	77
2025 Q4	$482K	Hold	3,887	–	–	0.11%	71
2025 Q3	$501K	Hold	3,887	–	–	0.12%	67
2025 Q2	$492K	Hold	3,887	–	–	0.13%	60
2025 Q1	$500K	Hold	3,887	–	–	0.15%	59
2024 Q4	$478K	Hold	3,887	–	–	0.14%	58
2024 Q3	$525K	Hold	3,887	–	–	0.15%	54
2024 Q2	$468K	Buy	+3,887	New	+$462K	0.14%	54
2023 Q3	–	Sell	-3,887	Closed	-$507K	–	68
2023 Q2	$507K	Buy	3,887 +3,859	+13,782%	+$516K	0.21%	46
2023 Q1	$4K	Buy	+28	New	+$4.09K	0.1%	62
2022 Q2	–	Sell	-3,887	Closed	-$681K	–	28
2022 Q1	$681K	Buy	+3,887	New	+$722K	0.71%	19
2021 Q4	–	Sell	-29,478	Closed	-$5.46M	–	47
2021 Q3	$5.46M	Buy	+29,478	New	+$5.69M	8.63%	4
2021 Q1	–	Sell	-109,738	Closed	-$16.7M	–	209
2020 Q4	$16.7M	Hold	109,738	–	–	10.46%	2
2020 Q3	$15.4M	Sell	109,738 -3,520	-3%	-$505K	13.4%	2
2020 Q2	$15.4M	Sell	113,258 -19,987	-15%	-$2.65M	14.05%	2
2020 Q1	$16.6M	Sell	133,245 -53	-0%	-$8K	16.86%	2
2019 Q4	$20M	Buy	+133,298	New	+$20.8M	18.88%	2

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Wealth Group's SUI Position: Q2 2026 in Review

Summit Wealth Group held its Sun Communities (SUI) position steady in Q2 2026 at 3,887 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #84.

Summit Wealth Group first reported a position in SUI in Q4 2019 and has held it in 18 quarters since. The position peaked at $20M in Q4 2019. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Summit Wealth Group held 3,887 shares of Sun Communities worth $466K as of Q2 2026.
Summit Wealth Group left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up 0.1% of Summit Wealth Group's portfolio in Q2 2026, its #84 holding.
Summit Wealth Group first reported a position in Sun Communities in Q4 2019 and has held it in 18 quarters since.
Summit Wealth Group's Sun Communities position peaked at $20M in Q4 2019.
530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.