Valued Wealth Advisors’s Sun Communities SUI Stock Holding History

Valued 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	$9.32K	Hold	77	–	–	﹤0.01%	319
2026 Q1	$9.79K	Hold	77	–	–	﹤0.01%	296
2025 Q4	$9.62K	Hold	77	–	–	﹤0.01%	226
2025 Q3	$10K	Hold	77	–	–	﹤0.01%	217
2025 Q2	$9.82K	Hold	77	–	–	0.01%	214
2025 Q1	$9.98K	Hold	77	–	–	0.01%	224
2024 Q4	$9.54K	Hold	77	–	–	0.01%	236
2024 Q3	$10.5K	Hold	77	–	–	0.01%	205
2024 Q2	$9.34K	Sell	77 -1	-1%	-$119	0.01%	207
2024 Q1	$10K	Buy	78 +1	+1%	+$130	0.01%	179
2023 Q4	$9.18K	Buy	+77	New	+$9.28K	0.01%	129

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Valued Wealth Advisors's SUI Position: Q2 2026 in Review

Valued Wealth Advisors held its Sun Communities (SUI) position steady in Q2 2026 at 77 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Valued Wealth Advisors first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5K in Q3 2024. 91 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Valued Wealth Advisors held 77 shares of Sun Communities worth $9.32K as of Q2 2026.
Valued Wealth Advisors left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #319 holding.
Valued Wealth Advisors first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Sun Communities position peaked at $10.5K in Q3 2024.
91 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.