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 Q2	$507K	Buy	4,230 +4,218	+35,150%	+$528K	0.01%	499
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

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

TD Private Client Wealth's SUI Position: Q2 2026 in Review

TD Private Client Wealth increased its Sun Communities (SUI) stake by 35,150% in Q2 2026, buying an estimated $528K and bringing the position to 4,230 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #499.

TD Private Client Wealth first reported a position in SUI in Q4 2019 and has held it in 21 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

TD Private Client Wealth held 4,230 shares of Sun Communities worth $507K as of Q2 2026.
TD Private Client Wealth bought 4,218 Sun Communities shares in Q2 2026, an estimated $528K.
Sun Communities made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #499 holding.
TD Private Client Wealth first reported a position in Sun Communities in Q4 2019 and has held it in 21 quarters since.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.