Cape Investment Advisory’s Sun Communities SUI Stock Holding History

Cape Investment Advisory’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 Q2	–	Sell	-1	Closed	-$129	–	1251
2025 Q1	$129	Hold	1	–	–	﹤0.01%	1075
2024 Q4	$123	Buy	+1	New	+$128	﹤0.01%	1080

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cape Investment Advisory's SUI Position: Q2 2025 in Review

Cape Investment Advisory sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 1 share — an estimated $129 sold.

Cape Investment Advisory first reported a position in SUI in Q4 2024 and held it in 2 quarters. The position peaked at $129 in Q1 2025. 467 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

Cape Investment Advisory reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
Cape Investment Advisory sold 1 Sun Communities share in Q2 2025, an estimated $129.
Cape Investment Advisory first reported a position in Sun Communities in Q4 2024 and held it in 2 quarters.
Cape Investment Advisory's Sun Communities position peaked at $129 in Q1 2025.
467 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.