Wedmont Private Capital’s Sun Communities SUI Stock Holding History

Wedmont Private Capital’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	$514K	Buy	+4,594	New	+$549K	0.01%	590

Other funds holding SUI

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Wedmont Private Capital's SUI Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Sun Communities (SUI) in Q3 2026: 4,594 shares worth $514K. The stake represents 0.01% of the portfolio and ranks #590 among its holdings.

16 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Wedmont Private Capital held 4,594 shares of Sun Communities worth $514K as of Q3 2026.
Sun Communities was a new Wedmont Private Capital position in Q3 2026.
Sun Communities made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #590 holding.
16 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.