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World Investment Advisors’s Sun Communities SUI Stock Holding History

World Investment 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
Q1 		$241K Sell
1,911
-8
-0.4% -$1.03K ﹤0.01% 1387
2025
Q4 		$238K Buy
1,919
+8
+0.4% +$1K ﹤0.01% 1301
2025
Q3 		$247K Buy
1,911
+213
+13% +$26.9K 0.01% 1080
2025
Q2 		$215K Sell
1,698
-257
-13% -$31.9K ﹤0.01% 1060
2025
Q1 		$252K Sell
1,955
-5
-0.3% -$639 0.01% 928
2024
Q4 		$241K Buy
1,960
+8
+0.4% +$1.02K 0.01% 905
2024
Q3 		$264K Sell
1,952
-9
-0.5% -$1.18K 0.01% 780
2024
Q2 		$236K Sell
1,961
-611
-24% -$72.6K 0.01% 551
2024
Q1 		$331K Sell
2,572
-416
-14% -$54K 0.05% 291
2023
Q4 		$402K Sell
2,988
-78
-3% -$9.39K 0.05% 257
2023
Q3 		$366K Hold
3,066
– – 0.07% 173
2023
Q2 		$403K Hold
3,066
– – 0.08% 155
2023
Q1 		$435K Sell
3,066
-590
-16% -$86.2K 0.09% 145
2022
Q4 		$526K Buy
3,656
+364
+11% +$49.7K 0.12% 123
2022
Q3 		$448K Hold
3,292
– – 0.11% 141
2022
Q2 		$532K Hold
3,292
– – 0.11% 139
2022
Q1 		$580K Sell
3,292
-17
-0.5% -$3.16K 0.12% 132
2021
Q4 		$634K Hold
3,309
– – 0.13% 120
2021
Q3 		$615K Hold
3,309
– – 0.14% 112
2021
Q2 		$570K Hold
3,309
– – 0.13% 113
2021
Q1 		$534K Sell
3,309
-102
-3% -$15.1K 0.13% 115
2020
Q4 		$508K Sell
3,411
-715
-17% -$103K 0.13% 120
2020
Q3 		$583K Hold
4,126
– – 0.2% 77
2020
Q2 		$603K Hold
4,126
– – 0.21% 72
2020
Q1 		$518K Buy
4,126
+170
+4% +$25.7K 0.24% 66
2019
Q4 		$597K Sell
3,956
-134
-3% -$20.9K 0.23% 65
2019
Q3 		$610K Hold
4,090
– – 0.26% 57
2019
Q2 		$548K Sell
4,090
-5
-0.1% -$621 0.24% 57
2019
Q1 		$488K Buy
4,095
+5
+0.1% +$556 0.22% 59
2018
Q4 		$416K Buy
+4,090
New +$417K 0.19% 78

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

World Investment Advisors's SUI Position: Q1 2026 in Review

World Investment Advisors reduced its Sun Communities (SUI) stake by 0.42% in Q1 2026, selling an estimated $1.03K and leaving 1,911 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

World Investment Advisors first reported a position in SUI in Q4 2018 and has held it in 30 quarters since. The position peaked at $634K in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • World Investment Advisors held 1,911 shares of Sun Communities worth $241K as of Q1 2026.
  • World Investment Advisors sold 8 Sun Communities shares in Q1 2026, an estimated $1.03K.
  • Sun Communities made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1387 holding.
  • World Investment Advisors first reported a position in Sun Communities in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's Sun Communities position peaked at $634K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.