Whipplewood Advisors’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.01K Buy
+8
New +$1.03K ﹤0.01% 896
2025
Q3
Sell
-8
Closed -$1.01K 1048
2025
Q2
$1.01K Sell
8
-35
-81% -$4.34K ﹤0.01% 1020
2025
Q1
$1.03K Buy
43
+35
+438% +$4.47K ﹤0.01% 1021
2024
Q4
$984 Buy
+8
New +$1.02K ﹤0.01% 1026

Other funds holding SUI

Whipplewood Advisors's SUI Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Sun Communities (SUI) in Q1 2026: 8 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in SUI as recently as Q2 2025.

Whipplewood Advisors first reported a position in SUI in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.03K in Q1 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Whipplewood Advisors held 8 shares of Sun Communities worth $1.01K as of Q1 2026.
  • Sun Communities was a new Whipplewood Advisors position in Q1 2026.
  • Sun Communities made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #896 holding.
  • Whipplewood Advisors first reported a position in Sun Communities in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Sun Communities position peaked at $1.03K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.