True Wealth Design’s Sun Communities SUI Stock Holding History

True Wealth Design’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	$6.36K	Sell	53 -35	-40%	-$4.38K	﹤0.01%	1231
2026 Q1	$11.1K	Sell	88 -19	-18%	-$2.46K	﹤0.01%	944
2025 Q4	$13.3K	Buy	107 +89	+494%	+$11.1K	﹤0.01%	754
2025 Q3	$2.32K	Buy	+18	New	+$2.27K	﹤0.01%	1405
2024 Q2	–	Sell	-8	Closed	-$1.03K	–	827
2024 Q1	$1.03K	Buy	+8	New	+$1.04K	﹤0.01%	460

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

True Wealth Design's SUI Position: Q2 2026 in Review

True Wealth Design reduced its Sun Communities (SUI) stake by 40% in Q2 2026, selling an estimated $4.38K and leaving 53 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

True Wealth Design first reported a position in SUI in Q1 2024 and has held it in 5 quarters since. The position peaked at $13.3K in Q4 2025. 49 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

True Wealth Design held 53 shares of Sun Communities worth $6.36K as of Q2 2026.
True Wealth Design sold 35 Sun Communities shares in Q2 2026, an estimated $4.38K.
Sun Communities made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1231 holding.
True Wealth Design first reported a position in Sun Communities in Q1 2024 and has held it in 5 quarters since.
True Wealth Design's Sun Communities position peaked at $13.3K in Q4 2025.
49 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.