Wiser Advisor Group’s Sun Communities SUI Stock Holding History

Wiser Advisor Group’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	$43.6K	Buy	363 +3	+0.8%	+$375	0.05%	98
2026 Q1	$45.4K	Buy	360 +3	+0.8%	+$388	0.05%	92
2025 Q4	$44.3K	Buy	357 +1	+0.3%	+$125	0.05%	98
2025 Q3	$46K	Buy	+356	New	+$45K	0.06%	99
2025 Q2	–	Sell	-339	Closed	-$43.7K	–	224
2025 Q1	$43.7K	Buy	339 +2	+0.6%	+$256	0.06%	102
2024 Q4	$41.4K	Buy	337 +3	+0.9%	+$384	0.06%	105
2024 Q3	$45.2K	Buy	334 +2	+0.6%	+$263	0.07%	103
2024 Q2	$39.9K	Buy	332 +4	+1%	+$475	0.06%	104
2024 Q1	$42.3K	Buy	328 +1	+0.3%	+$130	0.07%	105
2023 Q4	$43.7K	Buy	+327	New	+$39.4K	0.07%	101

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wiser Advisor Group's SUI Position: Q2 2026 in Review

Wiser Advisor Group increased its Sun Communities (SUI) stake by 0.83% in Q2 2026, buying an estimated $375 and bringing the position to 363 shares worth $43.6K. The position accounts for 0.05% of the portfolio, ranked #98.

Wiser Advisor Group first reported a position in SUI in Q4 2023 and has held it in 10 quarters since. The position peaked at $46K in Q3 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Wiser Advisor Group held 363 shares of Sun Communities worth $43.6K as of Q2 2026.
Wiser Advisor Group bought 3 Sun Communities shares in Q2 2026, an estimated $375.
Sun Communities made up 0.05% of Wiser Advisor Group's portfolio in Q2 2026, its #98 holding.
Wiser Advisor Group first reported a position in Sun Communities in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Sun Communities position peaked at $46K in Q3 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.