Wealth Enhancement Trust Services
SUI icon

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
Q3 		$6.98K Buy
63
+21
+50% +$2.51K ﹤0.01% 616
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

State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Wealth Enhancement Trust Services's SUI Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its Sun Communities (SUI) stake by 50% in Q3 2026, buying an estimated $2.51K and bringing the position to 63 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Wealth Enhancement Trust Services first reported a position in SUI in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Wealth Enhancement Trust Services held 63 shares of Sun Communities worth $6.98K as of Q3 2026.
  • Wealth Enhancement Trust Services bought 21 Sun Communities shares in Q3 2026, an estimated $2.51K.
  • Sun Communities made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #616 holding.
  • Wealth Enhancement Trust Services first reported a position in Sun Communities in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.