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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
Q2 		$4.72K Buy
39
+36
+1,200% +$4.5K ﹤0.01% 1134
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Transamerica Financial Advisors's SUI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Sun Communities (SUI) stake by 1,200% in Q2 2026, buying an estimated $4.5K and bringing the position to 39 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Transamerica Financial Advisors first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Transamerica Financial Advisors held 39 shares of Sun Communities worth $4.72K as of Q2 2026.
  • Transamerica Financial Advisors bought 36 Sun Communities shares in Q2 2026, an estimated $4.5K.
  • Sun Communities made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1134 holding.
  • Transamerica Financial Advisors first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.