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Southfield Today
By the People, for the People
Wealth Enhancement Advisory Services Boosts Stake in Sun Communities
The firm increased its position in the real estate investment trust by over 500% in Q4 2025.
Mar. 28, 2026 at 11:14am
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Wealth Enhancement Advisory Services LLC raised its position in Sun Communities, Inc. (NYSE:SUI) by 503.7% during the fourth quarter, according to the company's SEC filing. The firm now owns 78,736 shares of the real estate investment trust's stock, worth approximately $9.67 million.
Why it matters
Sun Communities is a major owner and operator of manufactured housing communities and RV resorts across the United States. This significant increase in ownership by Wealth Enhancement Advisory Services suggests the firm sees strong growth potential in Sun Communities' business model and real estate portfolio.
The details
Wealth Enhancement Advisory Services acquired an additional 65,694 shares of Sun Communities during the fourth quarter, bringing its total position to 78,736 shares. This represents approximately 0.06% ownership in the REIT. Several other major institutional investors, including Wellington Management Group and Dodge & Cox, also hold large positions in Sun Communities.
- Wealth Enhancement Advisory Services disclosed the increased stake in a filing on March 28, 2026.
The players
Wealth Enhancement Advisory Services LLC
A registered investment advisory firm that provides wealth management and financial planning services.
Sun Communities, Inc.
A real estate investment trust that owns and operates manufactured housing communities and recreational vehicle resorts across the United States.
The takeaway
This transaction highlights the continued investor interest in Sun Communities' portfolio of affordable housing and vacation properties, which have performed well even during economic uncertainty. The sizable increase in Wealth Enhancement's stake suggests the firm sees further upside in Sun Communities' stock price and business model.
