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Checchi Capital Advisers’s Sun Communities SUI Stock Holding History

Checchi Capital Advisers’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
-2,356
Closed -$298K – 588
2025
Q2 		$298K Buy
2,356
+8
+0.3% +$992 0.02% 458
2025
Q1 		$302K Buy
2,348
+373
+19% +$47.7K 0.02% 458
2024
Q4 		$243K Buy
1,975
+230
+13% +$29.4K 0.01% 495
2024
Q3 		$236K Buy
+1,745
New +$229K 0.01% 513
2024
Q2 		– Sell
-1,568
Closed -$202K – 586
2024
Q1 		$202K Sell
1,568
-206
-12% -$26.7K 0.02% 558
2023
Q4 		$237K Sell
1,774
-73
-4% -$8.79K 0.02% 489
2023
Q3 		$219K Buy
1,847
+80
+5% +$10.2K 0.02% 478
2023
Q2 		$231K Buy
1,767
+252
+17% +$33.7K 0.02% 497
2023
Q1 		$213K Sell
1,515
-15
-1% -$2.19K 0.02% 517
2022
Q4 		$219K Sell
1,530
-164
-10% -$22.4K 0.02% 495
2022
Q3 		$229K Hold
1,694
– – 0.02% 470
2022
Q2 		$278K Buy
+1,694
New +$284K 0.02% 443
2016
Q3 		– Sell
-38
Closed -$3K – 1096
2016
Q2 		$3K Hold
38
– – ﹤0.01% 1480
2016
Q1 		$3K Buy
+38
New +$2.56K ﹤0.01% 1492

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 $3.37T AUM 44.26% 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

Checchi Capital Advisers's SUI Position: Q3 2025 in Review

Checchi Capital Advisers sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 2,356 shares — an estimated $298K sold.

Checchi Capital Advisers first reported a position in SUI in Q1 2016 and held it in 14 quarters. The position peaked at $302K in Q1 2025. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • Checchi Capital Advisers reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,356 Sun Communities shares in Q3 2025, an estimated $298K.
  • Checchi Capital Advisers first reported a position in Sun Communities in Q1 2016 and held it in 14 quarters.
  • Checchi Capital Advisers's Sun Communities position peaked at $302K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Checchi Capital Advisers's 13F filing for Q3 2025, filed 5 Nov 2025.