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Winnow Wealth’s Sun Communities SUI Stock Holding History

Winnow Wealth’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 		– Sell
-1
Closed -$124 – 497
2025
Q4 		$124 Hold
1
– – ﹤0.01% 552
2025
Q3 		$129 Buy
+1
New +$126 ﹤0.01% 531
2025
Q2 		– Sell
-4
Closed -$399 – 612
2025
Q1 		$399 Buy
4
+1
+33% +$128 ﹤0.01% 535
2024
Q4 		$259 Buy
+3
New +$384 ﹤0.01% 551

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winnow Wealth's SUI Position: Q1 2026 in Review

Winnow Wealth sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 1 share — an estimated $124 sold.

Winnow Wealth first reported a position in SUI in Q4 2024 and held it in 4 quarters. The position peaked at $399 in Q1 2025. 515 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Winnow Wealth reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 1 Sun Communities share in Q1 2026, an estimated $124.
  • Winnow Wealth first reported a position in Sun Communities in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Sun Communities position peaked at $399 in Q1 2025.
  • 515 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.