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TD Private Client Wealth’s Sun Communities SUI Stock Holding History

TD Private Client Wealth’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 		$1.51K Buy
12
+10
+500% +$1.29K ﹤0.01% 1329
2025
Q4 		$248 Buy
2
+1
+100% +$125 ﹤0.01% 1522
2025
Q3 		$129 Hold
1
– – ﹤0.01% 1504
2025
Q2 		$126 Hold
1
– – ﹤0.01% 1384
2025
Q1 		$129 Buy
+1
New +$128 ﹤0.01% 1391
2023
Q3 		– Sell
-30
Closed -$3.91K – 1269
2023
Q2 		$3.91K Sell
30
-226
-88% -$30.2K ﹤0.01% 1142
2023
Q1 		$36.1K Hold
256
– – ﹤0.01% 835
2022
Q4 		$36.6K Buy
256
+24
+10% +$3.28K ﹤0.01% 811
2022
Q3 		$31.4K Buy
232
+35
+18% +$5.54K ﹤0.01% 826
2022
Q2 		$31.4K Buy
197
+16
+9% +$2.69K ﹤0.01% 828
2022
Q1 		$31.7K Buy
181
+104
+135% +$19.3K ﹤0.01% 860
2021
Q4 		$16.2K Buy
77
+4
+5% +$788 ﹤0.01% 878
2021
Q3 		$13.5K Buy
73
+24
+49% +$4.63K ﹤0.01% 889
2021
Q2 		$8.4K Hold
49
– – ﹤0.01% 923
2021
Q1 		$7.35K Buy
49
+13
+36% +$1.92K ﹤0.01% 904
2020
Q4 		$5.47K Buy
36
+30
+500% +$4.34K ﹤0.01% 884
2020
Q3 		$844 Hold
6
– – ﹤0.01% 981
2020
Q2 		$814 Hold
6
– – ﹤0.01% 975
2020
Q1 		$749 Buy
6
+2
+50% +$302 ﹤0.01% 946
2019
Q4 		$600 Buy
+4
New +$623 ﹤0.01% 978

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

TD Private Client Wealth's SUI Position: Q1 2026 in Review

TD Private Client Wealth increased its Sun Communities (SUI) stake by 500% in Q1 2026, buying an estimated $1.29K and bringing the position to 12 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

TD Private Client Wealth first reported a position in SUI in Q4 2019 and has held it in 20 quarters since. The position peaked at $36.6K in Q4 2022. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • TD Private Client Wealth held 12 shares of Sun Communities worth $1.51K as of Q1 2026.
  • TD Private Client Wealth bought 10 Sun Communities shares in Q1 2026, an estimated $1.29K.
  • Sun Communities made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1329 holding.
  • TD Private Client Wealth first reported a position in Sun Communities in Q4 2019 and has held it in 20 quarters since.
  • TD Private Client Wealth's Sun Communities position peaked at $36.6K in Q4 2022.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.