ZWJ Investment Counsel’s Sun Communities SUI Stock Holding History

ZWJ Investment Counsel’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	$228K	Hold	1,900	–	–	0.01%	263
2026 Q1	$239K	Hold	1,900	–	–	0.01%	207
2025 Q4	$235K	Hold	1,900	–	–	0.01%	209
2025 Q3	$245K	Hold	1,900	–	–	0.01%	209
2025 Q2	$240K	Hold	1,900	–	–	0.01%	199
2025 Q1	$244K	Hold	1,900	–	–	0.01%	195
2024 Q4	$234K	Hold	1,900	–	–	0.01%	196
2024 Q3	$257K	Hold	1,900	–	–	0.01%	191
2024 Q2	$229K	Sell	1,900 -117	-6%	-$13.9K	0.01%	205
2024 Q1	$259K	Buy	2,017 +112	+6%	+$14.5K	0.01%	205
2023 Q4	$255K	Hold	1,905	–	–	0.01%	173
2023 Q3	$225K	Buy	1,905 +5	+0.3%	+$635	0.01%	177
2023 Q2	$248K	Hold	1,900	–	–	0.01%	169
2023 Q1	$268K	Hold	1,900	–	–	0.01%	164
2022 Q4	$272K	Hold	1,900	–	–	0.02%	157
2022 Q3	$257K	Hold	1,900	–	–	0.02%	156
2022 Q2	$303K	Hold	1,900	–	–	0.02%	152
2022 Q1	$333K	Hold	1,900	–	–	0.02%	142
2021 Q4	$399K	Hold	1,900	–	–	0.02%	140
2021 Q3	$352K	Hold	1,900	–	–	0.02%	141
2021 Q2	$326K	Hold	1,900	–	–	0.02%	142
2021 Q1	$285K	Hold	1,900	–	–	0.02%	150
2020 Q4	$289K	Hold	1,900	–	–	0.02%	147
2020 Q3	$267K	Hold	1,900	–	–	0.02%	130
2020 Q2	$258K	Sell	1,900 -127	-6%	-$16.9K	0.02%	129
2020 Q1	$253K	Sell	2,027 -660	-25%	-$99.7K	0.02%	179
2019 Q4	$403K	Buy	2,687 +787	+41%	+$123K	0.03%	164
2019 Q3	$282K	Hold	1,900	–	–	0.02%	135
2019 Q2	$244K	Hold	1,900	–	–	0.02%	146
2019 Q1	$225K	Buy	+1,900	New	+$211K	0.02%	148

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ZWJ Investment Counsel's SUI Position: Q2 2026 in Review

ZWJ Investment Counsel held its Sun Communities (SUI) position steady in Q2 2026 at 1,900 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #263.

ZWJ Investment Counsel first reported a position in SUI in Q1 2019 and has held it in 30 quarters since. The position peaked at $403K in Q4 2019. 74 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

ZWJ Investment Counsel held 1,900 shares of Sun Communities worth $228K as of Q2 2026.
ZWJ Investment Counsel left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #263 holding.
ZWJ Investment Counsel first reported a position in Sun Communities in Q1 2019 and has held it in 30 quarters since.
ZWJ Investment Counsel's Sun Communities position peaked at $403K in Q4 2019.
74 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.