James T. Borello RIA’s Sun Communities SUI Stock Holding History

James T. Borello RIA’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 Q3	$1.77K	Buy	16 +8	+100%	+$956	﹤0.01%	936
2026 Q2	$959	Sell	8 -1	-11%	-$125	﹤0.01%	1023
2026 Q1	$1.13K	Sell	9 -2	-18%	-$258	﹤0.01%	1001
2025 Q4	$1.36K	Sell	11 -15	-58%	-$1.88K	﹤0.01%	844
2025 Q3	$3.35K	Buy	+26	New	+$3.29K	﹤0.01%	605

Other funds holding SUI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

James T. Borello RIA's SUI Position: Q3 2026 in Review

James T. Borello RIA increased its Sun Communities (SUI) stake by 100% in Q3 2026, buying an estimated $956 and bringing the position to 16 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

James T. Borello RIA first reported a position in SUI in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.35K in Q3 2025. 46 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

James T. Borello RIA held 16 shares of Sun Communities worth $1.77K as of Q3 2026.
James T. Borello RIA bought 8 Sun Communities shares in Q3 2026, an estimated $956.
Sun Communities made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #936 holding.
James T. Borello RIA first reported a position in Sun Communities in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Sun Communities position peaked at $3.35K in Q3 2025.
46 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.