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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SUI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SUI Position History
Sun Communities, Inc. • Real Estate
Quarters held
8
Latest value
$11.9M
Q3 2026
Peak value
$11.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $151K |
| Q4 2025 | $9.7M |
| Q4 2025 | $201K |
| Q1 2026 | $514K |
| Q1 2026 | $273K |
| Q2 2026 | $7.5M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 109.0K | — | — |
| Q2 2026 | $7.5M | 62.7K | — | — |
| Q1 2026 | $273K | 16.2K | — | — |
| Q1 2026 | $514K | 4.0K | — | — |
| Q4 2025 | $201K | 13.1K | — | — |
| Q4 2025 | $9.7M | 78.7K | — | — |
| Q3 2025 | $151K | 13.3K | — | — |
| Q3 2025 | $1.6M | 13.0K | — | — |
Other funds holding SUI
$2.3B
$2.2B
$2.2B
$1.9B
$1.9B
$1.8B
$1.8B
$1.8B