WBH Advisory’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Sell |
9,110
-825
| -8% | -$107K | 0.09% | 156 |
|
|
2025
Q4 | $1.23M | Sell |
9,935
-352
| -3% | -$44.1K | 0.09% | 145 |
|
|
2025
Q3 | $1.33M | Sell |
10,287
-851
| -8% | -$108K | 0.1% | 141 |
|
|
2025
Q2 | $1.41M | Buy |
11,138
+36
| +0.3% | +$4.46K | 0.12% | 127 |
|
|
2025
Q1 | $1.43M | Buy |
11,102
+10
| +0.1% | +$1.28K | 0.13% | 119 |
|
|
2024
Q4 | $1.36M | Sell |
11,092
-492
| -4% | -$63K | 0.13% | 121 |
|
|
2024
Q3 | $1.57M | Sell |
11,584
-266
| -2% | -$35K | 0.15% | 112 |
|
|
2024
Q2 | $1.43M | Sell |
11,850
-593
| -5% | -$70.5K | 0.14% | 117 |
|
|
2024
Q1 | $1.6M | Sell |
12,443
-262
| -2% | -$34K | 0.16% | 108 |
|
|
2023
Q4 | $1.7M | Sell |
12,705
-828
| -6% | -$99.7K | 0.19% | 101 |
|
|
2023
Q3 | $1.6M | Sell |
13,533
-683
| -5% | -$86.7K | 0.2% | 103 |
|
|
2023
Q2 | $1.85M | Sell |
14,216
-198
| -1% | -$26.5K | 0.22% | 94 |
|
|
2023
Q1 | $2.03M | Buy |
+14,414
| New | +$2.11M | 0.25% | 88 |
|
|
2022
Q3 | $1.93M | Sell |
14,261
-315
| -2% | -$49.8K | 0.28% | 81 |
|
|
2022
Q2 | $2.34M | Sell |
14,576
-968
| -6% | -$162K | 0.31% | 74 |
|
|
2022
Q1 | $2.85M | Buy |
15,544
+984
| +7% | +$183K | 0.35% | 69 |
|
|
2021
Q4 | $3.06M | Buy |
14,560
+171
| +1% | +$33.7K | 0.35% | 69 |
|
|
2021
Q3 | $2.66M | Buy |
14,389
+671
| +5% | +$129K | 0.36% | 61 |
|
|
2021
Q2 | $2.59M | Sell |
13,718
-108
| -0.8% | -$17.9K | 0.38% | 56 |
|
|
2021
Q1 | $2.07M | Buy |
13,826
+40
| +0.3% | +$5.91K | 0.34% | 66 |
|
|
2020
Q4 | $2.02M | Buy |
13,786
+354
| +3% | +$51.2K | 0.35% | 62 |
|
|
2020
Q3 | $1.89M | Buy |
13,432
+87
| +0.7% | +$12.5K | 0.38% | 61 |
|
|
2020
Q2 | $1.81M | Buy |
13,345
+381
| +3% | +$50.6K | 0.44% | 56 |
|
|
2020
Q1 | $1.62K | Buy |
12,964
+259
| +2% | +$39.1K | 0.38% | 54 |
|
|
2019
Q4 | $19.6M | Buy |
12,705
+104
| +0.8% | +$16.2K | 4.01% | 3 |
|
|
2019
Q3 | $1.87M | Buy |
12,601
+4
| +0% | +$565 | 0.42% | 57 |
|
|
2019
Q2 | $1.61M | Sell |
12,597
-45
| -0.4% | -$5.59K | 0.37% | 66 |
|
|
2019
Q1 | $1.5M | Sell |
12,642
-24
| -0.2% | -$2.67K | 0.36% | 69 |
|
|
2018
Q4 | $1.29K | Buy |
12,666
+7
| +0.1% | +$713 | 0.31% | 75 |
|
|
2018
Q3 | $1.28M | Buy |
12,659
+8
| +0.1% | +$799 | 0.31% | 77 |
|
|
2018
Q2 | $1.24M | Sell |
12,651
-220
| -2% | -$20.7K | 0.32% | 76 |
|
|
2018
Q1 | $1.18M | Sell |
12,871
-141
| -1% | -$12.4K | 0.32% | 80 |
|
|
2017
Q4 | $1.21M | Buy |
13,012
+9
| +0.1% | +$825 | 0.32% | 77 |
|
|
2017
Q3 | $1.11M | Sell |
13,003
-141
| -1% | -$12.5K | 0.31% | 78 |
|
|
2017
Q2 | $1.15M | Sell |
13,144
-517
| -4% | -$44.3K | 0.32% | 71 |
|
|
2017
Q1 | $1.1M | Buy |
13,661
+84
| +0.6% | +$6.69K | 0.33% | 70 |
|
|
2016
Q4 | $1.04M | Sell |
13,577
-3,088
| -19% | -$231K | 0.35% | 66 |
|
|
2016
Q3 | $1.31M | Buy |
+16,665
| New | +$1.29M | 0.45% | 53 |
|
Other funds holding SUI
VPM
VCM
WBH Advisory's SUI Position: Q1 2026 in Review
WBH Advisory reduced its Sun Communities (SUI) stake by 8.3% in Q1 2026, selling an estimated $107K and leaving 9,110 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #156.
WBH Advisory first reported a position in SUI in Q3 2016 and has held it in 38 quarters since. The position peaked at $19.6M in Q4 2019. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.
- WBH Advisory held 9,110 shares of Sun Communities worth $1.16M as of Q1 2026.
- WBH Advisory sold 825 Sun Communities shares in Q1 2026, an estimated $107K.
- Sun Communities made up 0.09% of WBH Advisory's portfolio in Q1 2026, its #156 holding.
- WBH Advisory first reported a position in Sun Communities in Q3 2016 and has held it in 38 quarters since.
- WBH Advisory's Sun Communities position peaked at $19.6M in Q4 2019.
- 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.