SUI β€” SUN CMNTYS INC

Ownership history in Legacy Wealth Asset Management, LLC  Β·  10 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported SUN CMNTYS INC (SUI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows SUI at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, LLC's position in SUN CMNTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SUI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUI stock page Legacy Wealth Asset Management, LLC fund profile Legacy Wealth Asset Management, LLC full holdings
How Legacy Wealth Asset Management, LLC held SUI β€” position size vs. price
% of Fund (quarterly)    SUI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,933 -342 -15.0% 0.06% $243K 2026-04-08 $128.62
2023 Q4 ADDED 2,275 +838 +58.3% 0.10% $304K 2024-01-10 $122.58
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SUI

As of 2026 Q1 β€” sorted by position size

Cascade Investment Advisors, Inc. 3Y 7Y 0.8% PURSUE WEALTH PARTNERS LLC 3Y 0.15% Naviter Wealth, LLC 3Y 0.14% Central Pacific Bank - Trust Division 0.07% OP Asset Management Ltd 0.02% BLUELINE ADVISORS LLC 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% CoreCap Advisors, LLC 3Y 0.01% GAMMA Investing LLC 0.01%

FAQ About Legacy Wealth Asset Management, LLC and SUI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Asset Management, LLC reported owning SUI?

Legacy Wealth Asset Management, LLC reported SUI across 2 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SUI position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for SUI was 0.10% in 2023 Q4.

What is the latest reported SUI position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Asset Management, LLC reported 1,933 shares, equal to 0.06% of portfolio, with an estimated market value of $243K.

What does the chart on this SUI ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly SUI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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