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
Q2 		$386K Buy
3,216
+108
+3% +$13.5K 0.04% 199
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wahed Invest's SUI Position: Q2 2026 in Review

Wahed Invest increased its Sun Communities (SUI) stake by 3.5% in Q2 2026, buying an estimated $13.5K and bringing the position to 3,216 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #199.

Wahed Invest first reported a position in SUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q3 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Wahed Invest held 3,216 shares of Sun Communities worth $386K as of Q2 2026.
  • Wahed Invest bought 108 Sun Communities shares in Q2 2026, an estimated $13.5K.
  • Sun Communities made up 0.04% of Wahed Invest's portfolio in Q2 2026, its #199 holding.
  • Wahed Invest first reported a position in Sun Communities in Q3 2025 and has held it in 4 quarters since.
  • Wahed Invest's Sun Communities position peaked at $442K in Q3 2025.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Wahed Invest's 13F filing for Q2 2026, filed 11 Aug 2026.