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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Hulzen Asset Management's SUI Position: Q1 2026 in Review

Van Hulzen Asset Management increased its Sun Communities (SUI) stake by 8.2% in Q1 2026, buying an estimated $62K and bringing the position to 6,315 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #187.

Van Hulzen Asset Management first reported a position in SUI in Q3 2024 and has held it in 7 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Van Hulzen Asset Management held 6,315 shares of Sun Communities worth $795K as of Q1 2026.
  • Van Hulzen Asset Management bought 480 Sun Communities shares in Q1 2026, an estimated $62K.
  • Sun Communities made up 0.06% of Van Hulzen Asset Management's portfolio in Q1 2026, its #187 holding.
  • Van Hulzen Asset Management first reported a position in Sun Communities in Q3 2024 and has held it in 7 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.