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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SUI holding history

Sun Communities Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUI overviewAll 13F holders of SUIFull Q2 2026 holdings

Shares (Q2 2026)
10,618
Value
$1.27M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SUI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,618$1.27M<0.1%−3,060−22.4%ReducedHolders
Q1 202613,678$1.72M<0.1%+2,700+24.6%AddedHolders
Q4 202510,978$1.36M<0.1%−1,070−8.9%ReducedHolders
Q3 202512,048$1.55M<0.1%+252+2.1%AddedHolders
Q2 202511,796$1.49M<0.1%−1,370−10.4%ReducedHolders
Q1 202513,166$1.69M<0.1%+2,238+20.5%AddedHolders
Q4 202410,928$1.34M<0.1%+1,437+15.1%AddedHolders
Q3 20249,491$1.28M<0.1%+3,439+56.8%AddedHolders
Q2 20246,052$728.3K<0.1%−293−4.6%ReducedHolders
Q1 20246,345$815.8K<0.1%+1,043+19.7%AddedHolders
Q4 20235,302$708.6K<0.1%−2,220−29.5%ReducedHolders
Q3 20237,522$890.1K<0.1%+2,440+48.0%AddedHolders
Q2 20235,082$663.0K<0.1%−73−1.4%ReducedHolders
Q1 20235,155$726.2K<0.1%+205+4.1%AddedHolders
Q4 20224,950$707.8K<0.1%+564+12.9%AddedHolders
Q3 20224,386$594.0K<0.1%+370+9.2%AddedHolders
Q2 20224,016$640.0K<0.1%+537+15.4%AddedHolders
Q1 20223,479$610.0K<0.1%+328+10.4%AddedHolders
Q4 20213,151$662.0K<0.1%+640+25.5%AddedHolders
Q3 20212,511$465.0K<0.1%+3+0.1%AddedHolders
Q2 20212,508$430.0K<0.1%+91+3.8%AddedHolders
Q1 20212,417$363.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.