WI
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Wahed Invest’s Sun Communities SUI Stock Holding History

Wahed Invest’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 		$391K Sell
3,108
-112
-3% -$14.5K 0.05% 198
2025
Q4 		$399K Sell
3,220
-210
-6% -$26.3K 0.05% 190
2025
Q3 		$442K Buy
+3,430
New +$434K 0.06% 186

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

Wahed Invest's SUI Position: Q1 2026 in Review

Wahed Invest reduced its Sun Communities (SUI) stake by 3.5% in Q1 2026, selling an estimated $14.5K and leaving 3,108 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #198.

Wahed Invest first reported a position in SUI in Q3 2025 and has held it in 3 quarters since. The position peaked at $442K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Wahed Invest held 3,108 shares of Sun Communities worth $391K as of Q1 2026.
  • Wahed Invest sold 112 Sun Communities shares in Q1 2026, an estimated $14.5K.
  • Sun Communities made up 0.05% of Wahed Invest's portfolio in Q1 2026, its #198 holding.
  • Wahed Invest first reported a position in Sun Communities in Q3 2025 and has held it in 3 quarters since.
  • Wahed Invest's Sun Communities position peaked at $442K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.