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Transamerica Financial Advisors’s Sun Communities SUI Stock Holding History

Transamerica Financial Advisors’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 		$381 Sell
3
-11
-79% -$1.42K ﹤0.01% 1528
2025
Q4 		$1.75K Buy
+14
New +$1.75K ﹤0.01% 1149

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

Transamerica Financial Advisors's SUI Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its Sun Communities (SUI) stake by 79% in Q1 2026, selling an estimated $1.42K and leaving 3 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Transamerica Financial Advisors first reported a position in SUI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.75K in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Transamerica Financial Advisors held 3 shares of Sun Communities worth $381 as of Q1 2026.
  • Transamerica Financial Advisors sold 11 Sun Communities shares in Q1 2026, an estimated $1.42K.
  • Sun Communities made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1528 holding.
  • Transamerica Financial Advisors first reported a position in Sun Communities in Q4 2025 and has held it in 2 quarters since.
  • Transamerica Financial Advisors's Sun Communities position peaked at $1.75K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.