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Atria Investments’s Sun Communities SUI Stock Holding History

Atria Investments’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,919
Closed -$243K – 2141
2025
Q2 		$243K Sell
1,919
-1,270
-40% -$157K ﹤0.01% 1817
2025
Q1 		$410K Sell
3,189
-918
-22% -$117K 0.01% 1458
2024
Q4 		$505K Sell
4,107
-2,710
-40% -$347K 0.01% 1321
2024
Q3 		$921K Sell
6,817
-819
-11% -$108K 0.01% 1010
2024
Q2 		$919K Sell
7,636
-884
-10% -$105K 0.01% 981
2024
Q1 		$1.1M Sell
8,520
-1,067
-11% -$139K 0.02% 915
2023
Q4 		$1.28M Buy
9,587
+651
+7% +$78.4K 0.02% 789
2023
Q3 		$1.06M Buy
8,936
+1,185
+15% +$150K 0.02% 820
2023
Q2 		$1.01M Sell
7,751
-1,107
-12% -$148K 0.02% 821
2023
Q1 		$1.25M Buy
8,858
+954
+12% +$139K 0.02% 721
2022
Q4 		$1.13M Sell
7,904
-3,629
-31% -$496K 0.02% 719
2022
Q3 		$1.56M Buy
11,533
+38
+0.3% +$6.01K 0.03% 569
2022
Q2 		$1.83M Buy
11,495
+224
+2% +$37.6K 0.04% 533
2022
Q1 		$1.98M Buy
11,271
+1,166
+12% +$217K 0.03% 574
2021
Q4 		$2.12M Buy
10,105
+906
+10% +$178K 0.04% 545
2021
Q3 		$1.7M Buy
9,199
+1,372
+18% +$265K 0.03% 590
2021
Q2 		$1.34M Buy
+7,827
New +$1.3M 0.03% 657
2021
Q1 		– Sell
-7,007
Closed -$1.06M – 749
2020
Q4 		$1.06M Buy
+7,007
New +$1.01M 0.03% 651
2020
Q1 		– Sell
-2,632
Closed -$395K – 1115
2019
Q4 		$395K Buy
+2,632
New +$410K 0.01% 876

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Atria Investments's SUI Position: Q3 2025 in Review

Atria Investments sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 1,919 shares — an estimated $243K sold.

Atria Investments first reported a position in SUI in Q4 2019 and held it in 19 quarters. The position peaked at $2.12M in Q4 2021. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • Atria Investments reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 1,919 Sun Communities shares in Q3 2025, an estimated $243K.
  • Atria Investments first reported a position in Sun Communities in Q4 2019 and held it in 19 quarters.
  • Atria Investments's Sun Communities position peaked at $2.12M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.