Van Hulzen Asset Management’s Sun Communities SUI Stock Holding History

Van Hulzen Asset Management’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	$802K	Buy	6,685 +370	+6%	+$46.3K	0.06%	200
2026 Q1	$795K	Buy	6,315 +480	+8%	+$62K	0.06%	187
2025 Q4	$723K	Buy	5,835 +1,040	+22%	+$130K	0.05%	187
2025 Q3	$619K	Buy	4,795 +240	+5%	+$30.3K	0.05%	209
2025 Q2	$576K	Buy	4,555 +760	+20%	+$94.2K	0.05%	206
2025 Q1	$488K	Sell	3,795 -600	-14%	-$76.7K	0.04%	206
2024 Q4	$540K	Buy	4,395 +975	+29%	+$125K	0.04%	216
2024 Q3	$462K	Buy	+3,420	New	+$450K	0.03%	219

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

Van Hulzen Asset Management's SUI Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Sun Communities (SUI) stake by 5.9% in Q2 2026, buying an estimated $46.3K and bringing the position to 6,685 shares worth $802K. The position accounts for 0.06% of the portfolio, ranked #200.

Van Hulzen Asset Management first reported a position in SUI in Q3 2024 and has held it in 8 quarters since. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Van Hulzen Asset Management held 6,685 shares of Sun Communities worth $802K as of Q2 2026.
Van Hulzen Asset Management bought 370 Sun Communities shares in Q2 2026, an estimated $46.3K.
Sun Communities made up 0.06% of Van Hulzen Asset Management's portfolio in Q2 2026, its #200 holding.
Van Hulzen Asset Management first reported a position in Sun Communities in Q3 2024 and has held it in 8 quarters since.
530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.