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Planning Strategies Inc.’s Sun Communities SUI Stock Holding History

Planning Strategies Inc.’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 		$600 Buy
+5
New +$625 ﹤0.01% 827

Other funds holding SUI

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Planning Strategies Inc.'s SUI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Sun Communities (SUI) in Q2 2026: 5 shares worth $600. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings.

131 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Planning Strategies Inc. held 5 shares of Sun Communities worth $600 as of Q2 2026.
  • Sun Communities was a new Planning Strategies Inc. position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #827 holding.
  • 131 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.