Question 1

How many shares of SUI does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 21,427 shares of SUI (SUN COMMUNITIES INC).

Question 2

What is Steward Partners Investment Advisory, LLC's SUI position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SUI position is worth $2.6M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling SUI?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their SUI position (+2.4% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy SUI?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in SUI in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	21,427	+2.4%	$2.6M	0.0%	$119.91	27
2026-Q1	Increased	20,930	+1.3%	$2.6M	0.0%	$136.41	26
2025-Q4	Decreased	20,662	-10.2%	$2.6M	0.0%	$124.43	0
2025-Q3	Decreased	23,012	-0.4%	$3M	0.0%	$127.01	0
2025-Q2	Increased	23,102	+0.5%	$2.9M	0.0%	$123.56	26
2025-Q1	Decreased	22,989	-0.3%	$3M	0.0%	$122.10	0
2024-Q4	Decreased	23,062	-1.5%	$2.8M	0.0%	$114.14	0
2024-Q3	Decreased	23,421	-0.2%	$3.2M	0.0%	$125.62	0
2024-Q2	Decreased	23,466	-0.7%	$2.8M	0.0%	$111.17	0
2024-Q1	Increased	23,627	+0.6%	$3M	0.0%	$117.85	26
2023-Q4	Decreased	23,479	-0.1%	$3.1M	0.0%	$121.58	0
2023-Q3	Increased	23,507	+1.0%	$2.8M	0.0%	$106.91	26
2023-Q2	Decreased	23,266	-0.1%	$3M	0.0%	$115.24	0
2023-Q1	Decreased	23,292	-0.5%	$3.3M	0.1%	$124.03	0
2022-Q4	Decreased	23,399	-0.1%	$3.3M	0.1%	$126.39	0
2022-Q3	Increased	23,412	+0.1%	$3.2M	0.1%	$117.78	26
2022-Q2	Decreased	23,400	-20.3%	$3.7M	0.1%	$139.56	0
2022-Q1	Decreased	29,371	-14.5%	$5.1M	0.1%	$154.62	0
2021-Q4	Decreased	34,358	-60.0%	$7.2M	0.1%	$180.98	0
2021-Q3	Increased	85,906	+0.3%	$15.9M	0.3%	$162.57	34
2021-Q2	Decreased	85,687	-51.9%	$14.7M	0.2%	$147.78	0
2021-Q1	Increased	178,194	+93.3%	$13.4B	0.2%	$127.74	61
2020-Q4	Increased	92,192	+0.1%	$14M	0.3%	$126.72	33
2020-Q3	Decreased	92,126	-0.1%	$13M	0.3%	$118.32	0
2020-Q2	Increased	92,181	+0.0%	$12.5M	0.4%	$112.78	33
2020-Q1	Decreased	92,164	-50.0%	$11.5M	0.4%	$102.02	0
2019-Q4	Increased	184,278	+3290x	$27.7M	0.8%	$123.22	65
2019-Q3	Unchanged	56	0.0%	$8,000	0.0%	$122.25	0
2019-Q2	New	56	-	$7,000	0.0%	$105.17	22

SUI29 quarters

SUI
29 quarters