United Capital Financial Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $553K | Buy |
4,393
+1,996
| +83% | +$258K | ﹤0.01% | 1014 |
|
|
2025
Q4 | $297K | Sell |
2,397
-147
| -6% | -$18.4K | ﹤0.01% | 1172 |
|
|
2025
Q3 | $328K | Buy |
2,544
+30
| +1% | +$3.79K | ﹤0.01% | 996 |
|
|
2025
Q2 | $318K | Sell |
2,514
-1,571
| -38% | -$195K | ﹤0.01% | 903 |
|
|
2025
Q1 | $525K | Sell |
4,085
-320
| -7% | -$40.9K | ﹤0.01% | 734 |
|
|
2024
Q4 | $542K | Sell |
4,405
-245
| -5% | -$31.4K | ﹤0.01% | 715 |
|
|
2024
Q3 | $628K | Sell |
4,650
-444
| -9% | -$58.4K | 0.01% | 668 |
|
|
2024
Q2 | $613K | Sell |
5,094
-335
| -6% | -$39.8K | 0.01% | 653 |
|
|
2024
Q1 | $698K | Buy |
5,429
+49
| +0.9% | +$6.36K | 0.01% | 651 |
|
|
2023
Q4 | $719K | Sell |
5,380
-285
| -5% | -$34.3K | 0.01% | 638 |
|
|
2023
Q3 | $670K | Sell |
5,665
-356
| -6% | -$45.2K | ﹤0.01% | 585 |
|
|
2023
Q2 | $785K | Sell |
6,021
-1,016
| -14% | -$136K | ﹤0.01% | 600 |
|
|
2023
Q1 | $991K | Sell |
7,037
-334
| -5% | -$48.8K | 0.01% | 576 |
|
|
2022
Q4 | $1.05M | Sell |
7,371
-784
| -10% | -$107K | 0.01% | 600 |
|
|
2022
Q3 | $1.1M | Sell |
8,155
-401
| -5% | -$63.4K | 0.01% | 589 |
|
|
2022
Q2 | $1.36M | Buy |
8,556
+155
| +2% | +$26K | 0.01% | 567 |
|
|
2022
Q1 | $1.47M | Buy |
8,401
+687
| +9% | +$128K | 0.01% | 589 |
|
|
2021
Q4 | $1.62M | Buy |
7,714
+4,760
| +161% | +$938K | 0.01% | 581 |
|
|
2021
Q3 | $547K | Sell |
2,954
-43
| -1% | -$8.3K | ﹤0.01% | 836 |
|
|
2021
Q2 | $514K | Buy |
2,997
+31
| +1% | +$5.14K | ﹤0.01% | 854 |
|
|
2021
Q1 | $445K | Buy |
2,966
+58
| +2% | +$8.56K | ﹤0.01% | 879 |
|
|
2020
Q4 | $442K | Sell |
2,908
-197
| -6% | -$28.5K | ﹤0.01% | 878 |
|
|
2020
Q3 | $437K | Hold |
3,105
| – | – | ﹤0.01% | 860 |
|
|
2020
Q2 | $421K | Sell |
3,105
-17,533
| -85% | -$2.33M | ﹤0.01% | 926 |
|
|
2020
Q1 | $2.58M | Sell |
20,638
-995
| -5% | -$150K | 0.02% | 454 |
|
|
2019
Q4 | $3.25M | Buy |
21,633
+294
| +1% | +$45.8K | 0.02% | 500 |
|
|
2019
Q3 | $3.17M | Sell |
21,339
-869
| -4% | -$123K | 0.02% | 499 |
|
|
2019
Q2 | $2.85M | Sell |
22,208
-266
| -1% | -$33K | 0.02% | 528 |
|
|
2019
Q1 | $2.66M | Buy |
22,474
+9,830
| +78% | +$1.09M | 0.02% | 530 |
|
|
2018
Q4 | $1.27M | Sell |
12,644
-116
| -0.9% | -$11.8K | 0.01% | 652 |
|
|
2018
Q3 | $1.3M | Buy |
12,760
+271
| +2% | +$27.1K | 0.01% | 706 |
|
|
2018
Q2 | $1.22M | Sell |
12,489
-2,117
| -14% | -$199K | 0.01% | 714 |
|
|
2018
Q1 | $1.33M | Buy |
14,606
+3,184
| +28% | +$281K | 0.01% | 697 |
|
|
2017
Q4 | $1.06M | Sell |
11,422
-62
| -0.5% | -$5.68K | 0.01% | 765 |
|
|
2017
Q3 | $984K | Sell |
11,484
-2,519
| -18% | -$223K | 0.01% | 781 |
|
|
2017
Q2 | $1.23M | Buy |
14,003
+1,501
| +12% | +$129K | 0.01% | 708 |
|
|
2017
Q1 | $1M | Buy |
12,502
+610
| +5% | +$48.6K | 0.01% | 743 |
|
|
2016
Q4 | $911K | Buy |
11,892
+1,575
| +15% | +$118K | 0.01% | 776 |
|
|
2016
Q3 | $810K | Buy |
10,317
+2,597
| +34% | +$201K | 0.01% | 830 |
|
|
2016
Q2 | $594K | Buy |
7,720
+3,679
| +91% | +$260K | 0.01% | 869 |
|
|
2016
Q1 | $289K | Sell |
4,041
-2,846
| -41% | -$192K | ﹤0.01% | 1012 |
|
|
2015
Q4 | $472K | Sell |
6,887
-1,856
| -21% | -$125K | 0.01% | 900 |
|
|
2015
Q3 | $592K | Sell |
8,743
-724
| -8% | -$48.2K | 0.01% | 841 |
|
|
2015
Q2 | $585K | Buy |
9,467
+155
| +2% | +$9.82K | 0.01% | 859 |
|
|
2015
Q1 | $578K | Sell |
9,312
-1,209
| -11% | -$81.2K | 0.01% | 855 |
|
|
2014
Q4 | $636K | Sell |
10,521
-348
| -3% | -$19.8K | 0.01% | 749 |
|
|
2014
Q3 | $549K | Buy |
10,869
+688
| +7% | +$36.1K | 0.01% | 770 |
|
|
2014
Q2 | $507K | Buy |
10,181
+2,025
| +25% | +$95.4K | 0.01% | 678 |
|
|
2014
Q1 | $368K | Buy |
+8,156
| New | +$368K | 0.01% | 722 |
|
Other funds holding SUI
VPM
VCM
United Capital Financial Advisors's SUI Position: Q1 2026 in Review
United Capital Financial Advisors increased its Sun Communities (SUI) stake by 83% in Q1 2026, buying an estimated $258K and bringing the position to 4,393 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.
United Capital Financial Advisors first reported a position in SUI in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.25M in Q4 2019. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- United Capital Financial Advisors held 4,393 shares of Sun Communities worth $553K as of Q1 2026.
- United Capital Financial Advisors bought 1,996 Sun Communities shares in Q1 2026, an estimated $258K.
- Sun Communities made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1014 holding.
- United Capital Financial Advisors first reported a position in Sun Communities in Q1 2014 and has held it in 49 quarters since.
- United Capital Financial Advisors's Sun Communities position peaked at $3.25M in Q4 2019.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.