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Whipplewood Advisors’s Sun Communities SUI Stock Holding History

Whipplewood Advisors’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 		$1.08K Buy
9
+1
+13% +$125 ﹤0.01% 537
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whipplewood Advisors's SUI Position: Q2 2026 in Review

Whipplewood Advisors increased its Sun Communities (SUI) stake by 13% in Q2 2026, buying an estimated $125 and bringing the position to 9 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Whipplewood Advisors first reported a position in SUI in Q4 2024 and has held it in 5 quarters since. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Whipplewood Advisors held 9 shares of Sun Communities worth $1.08K as of Q2 2026.
  • Whipplewood Advisors bought 1 Sun Communities share in Q2 2026, an estimated $125.
  • Sun Communities made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #537 holding.
  • Whipplewood Advisors first reported a position in Sun Communities in Q4 2024 and has held it in 5 quarters since.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.