Wealthfront Advisers
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Wealthfront Advisers’s Sun Communities SUI Stock Holding History

Wealthfront Advisers’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
Q1 		$1.52M Sell
12,065
-15,068
-56% -$1.95M ﹤0.01% 644
2025
Q4 		$3.36M Sell
27,133
-695
-2% -$87K 0.01% 489
2025
Q3 		$3.59M Buy
27,828
+20,945
+304% +$2.65M 0.01% 461
2025
Q2 		$871K Sell
6,883
-3,109
-31% -$386K ﹤0.01% 707
2025
Q1 		$1.29M Buy
9,992
+1,529
+18% +$195K ﹤0.01% 618
2024
Q4 		$1.04M Sell
8,463
-425
-5% -$54.4K ﹤0.01% 655
2024
Q3 		$1.2M Buy
8,888
+1,804
+25% +$237K ﹤0.01% 610
2024
Q2 		$852K Buy
7,084
+658
+10% +$78.2K ﹤0.01% 651
2024
Q1 		$826K Buy
6,426
+460
+8% +$59.7K ﹤0.01% 649
2023
Q4 		$797K Buy
5,966
+1,072
+22% +$129K ﹤0.01% 627
2023
Q3 		$579K Buy
4,894
+805
+20% +$102K ﹤0.01% 665
2023
Q2 		$533K Buy
4,089
+478
+13% +$63.9K ﹤0.01% 667
2023
Q1 		$509K Buy
3,611
+206
+6% +$30.1K ﹤0.01% 657
2022
Q4 		$487K Buy
+3,405
New +$465K ﹤0.01% 634
2022
Q3 		– Sell
-2,650
Closed -$422K – 786
2022
Q2 		$422K Buy
+2,650
New +$445K ﹤0.01% 618
2022
Q1 		– Sell
-2,152
Closed -$452K – 815
2021
Q4 		$452K Buy
+2,152
New +$424K ﹤0.01% 613

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront Advisers's SUI Position: Q1 2026 in Review

Wealthfront Advisers reduced its Sun Communities (SUI) stake by 56% in Q1 2026, selling an estimated $1.95M and leaving 12,065 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Wealthfront Advisers first reported a position in SUI in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.59M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Wealthfront Advisers held 12,065 shares of Sun Communities worth $1.52M as of Q1 2026.
  • Wealthfront Advisers sold 15,068 Sun Communities shares in Q1 2026, an estimated $1.95M.
  • Sun Communities made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #644 holding.
  • Wealthfront Advisers first reported a position in Sun Communities in Q4 2021 and has held it in 16 quarters since.
  • Wealthfront Advisers's Sun Communities position peaked at $3.59M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.