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

Wealth Enhancement Trust 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 		$5.04K Buy
+42
New +$5.25K ﹤0.01% 838
2026
Q1 		– Sell
-45
Closed -$5.58K – 818
2025
Q4 		$5.58K Buy
+45
New +$5.63K ﹤0.01% 595

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Sun Communities (SUI) in Q2 2026: 42 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Wealth Enhancement Trust Services previously reported a position in SUI as recently as Q4 2025.

Wealth Enhancement Trust Services first reported a position in SUI in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.58K in Q4 2025. 395 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Wealth Enhancement Trust Services held 42 shares of Sun Communities worth $5.04K as of Q2 2026.
  • Sun Communities was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #838 holding.
  • Wealth Enhancement Trust Services first reported a position in Sun Communities in Q4 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's Sun Communities position peaked at $5.58K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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