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Avior Wealth Management’s Sun Communities SUI Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-4
Closed -$491 – 2137
2024
Q4 		$491 Sell
4
-4,324
-100% -$554K ﹤0.01% 2286
2024
Q3 		$585K Buy
4,328
+125
+3% +$16.4K 0.02% 413
2024
Q2 		$506K Buy
4,203
+1,152
+38% +$137K 0.02% 430
2024
Q1 		$392K Sell
3,051
-1,072
-26% -$139K 0.02% 515
2023
Q4 		$551K Buy
4,123
+396
+11% +$47.7K 0.03% 321
2023
Q3 		$441K Buy
3,727
+96
+3% +$12.2K 0.03% 358
2023
Q2 		$474K Sell
3,631
-358
-9% -$47.9K 0.03% 353
2023
Q1 		$562K Hold
3,989
– – 0.04% 317
2022
Q4 		$570K Buy
3,989
+942
+31% +$129K 0.04% 272
2022
Q3 		$412K Buy
+3,047
New +$482K 0.03% 316
2019
Q4 		– Sell
-2,570
Closed -$381K – 863
2019
Q3 		$381K Sell
2,570
-270
-10% -$38.1K 0.07% 255
2019
Q2 		$364K Hold
2,840
– – 0.07% 259
2019
Q1 		$336K Sell
2,840
-1,115
-28% -$124K 0.07% 256
2018
Q4 		$402K Sell
3,955
-320
-7% -$32.6K 0.1% 203
2018
Q3 		$434K Buy
4,275
+129
+3% +$12.9K 0.09% 207
2018
Q2 		$406K Buy
4,146
+257
+7% +$24.2K 0.09% 204
2018
Q1 		$355K Buy
3,889
+919
+31% +$81.1K 0.08% 212
2017
Q4 		$276K Buy
+2,970
New +$272K 0.06% 259

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Avior Wealth Management's SUI Position: Q1 2025 in Review

Avior Wealth Management sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 4 shares — an estimated $491 sold.

Avior Wealth Management first reported a position in SUI in Q4 2017 and held it in 18 quarters. The position peaked at $585K in Q3 2024. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

  • Avior Wealth Management reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4 Sun Communities shares in Q1 2025, an estimated $491.
  • Avior Wealth Management first reported a position in Sun Communities in Q4 2017 and held it in 18 quarters.
  • Avior Wealth Management's Sun Communities position peaked at $585K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.