Wealth Enhancement Advisory Services’s Sun Communities SUI Stock Holding History

Wealth Enhancement Advisory Services’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	$7.45M	Buy	62,709 +58,731	+1,476%	+$7.35M	0.01%	798
2026 Q1	$514K	Sell	3,978 -74,758	-95%	-$9.66M	﹤0.01%	2292
2025 Q4	$9.67M	Buy	78,736 +65,694	+504%	+$8.22M	0.01%	705
2025 Q3	$1.65M	Sell	13,042 -16	-0.1%	-$2.02K	﹤0.01%	1567
2025 Q2	$1.69M	Sell	13,058 -104	-0.8%	-$12.9K	﹤0.01%	1447
2025 Q1	$1.69M	Buy	13,162 +184	+1%	+$23.5K	﹤0.01%	1331
2024 Q4	$1.6M	Buy	12,978 +68	+0.5%	+$8.71K	﹤0.01%	1296
2024 Q3	$1.74M	Sell	12,910 -34	-0.3%	-$4.47K	﹤0.01%	1127
2024 Q2	$1.56M	Buy	12,944 +1,246	+11%	+$148K	﹤0.01%	1091
2024 Q1	$1.5M	Buy	+11,698	New	+$1.52M	﹤0.01%	1072
2019 Q3	–	Sell	-8,405	Closed	-$1.13M	–	238
2019 Q2	$1.13M	Sell	8,405 -6,082	-42%	-$755K	0.05%	147
2019 Q1	$1.73M	Sell	14,487 -8,533	-37%	-$949K	0.1%	89
2018 Q4	$2.41M	Buy	+23,020	New	+$2.35M	0.15%	54

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

Wealth Enhancement Advisory Services's SUI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Sun Communities (SUI) stake by 1,476% in Q2 2026, buying an estimated $7.35M and bringing the position to 62,709 shares worth $7.45M. The position accounts for 0.01% of the portfolio, ranked #798.

Wealth Enhancement Advisory Services first reported a position in SUI in Q4 2018 and has held it in 13 quarters since. The position peaked at $9.67M in Q4 2025. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Wealth Enhancement Advisory Services held 62,709 shares of Sun Communities worth $7.45M as of Q2 2026.
Wealth Enhancement Advisory Services bought 58,731 Sun Communities shares in Q2 2026, an estimated $7.35M.
Sun Communities made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #798 holding.
Wealth Enhancement Advisory Services first reported a position in Sun Communities in Q4 2018 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Sun Communities position peaked at $9.67M in Q4 2025.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.