Twin Peaks Wealth Advisors’s Sun Communities SUI Stock Holding History

Twin Peaks Wealth 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	–	Sell	-16	Closed	-$2.02K	–	1950
2026 Q1	$2.02K	Buy	+16	New	+$2.07K	﹤0.01%	1713
2025 Q3	–	Sell	-2	Closed	-$252	–	1878
2025 Q2	$252	Buy	+2	New	+$248	﹤0.01%	2013

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

Twin Peaks Wealth Advisors's SUI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 16 shares — an estimated $2.02K sold.

Twin Peaks Wealth Advisors first reported a position in SUI in Q2 2025 and held it in 2 quarters. The position peaked at $2.02K in Q1 2026. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 16 Sun Communities shares in Q2 2026, an estimated $2.02K.
Twin Peaks Wealth Advisors first reported a position in Sun Communities in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Sun Communities position peaked at $2.02K in Q1 2026.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.