Clearstead Advisors’s Sun Communities SUI Stock Holding History

Clearstead Advisors’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
2026 Q1	–	Sell	-36	Closed	-$4.46K	–	2797
2025 Q4	$4.46K	Hold	36	–	–	﹤0.01%	2039
2025 Q3	$4.64K	Buy	+36	New	+$4.55K	﹤0.01%	2183
2025 Q2	–	Sell	-3	Closed	-$386	–	2876
2025 Q1	$386	Buy	3 +2	+200%	+$256	﹤0.01%	2091
2024 Q4	$158	Sell	1 -578	-100%	-$74K	﹤0.01%	2038
2024 Q3	$78.3K	Buy	579 +9	+2%	+$1.18K	﹤0.01%	1092
2024 Q2	$68.6K	Buy	570 +15	+3%	+$1.78K	﹤0.01%	1088
2024 Q1	$65.4K	Buy	555 +75	+16%	+$9.74K	﹤0.01%	706
2023 Q4	$64.2K	Sell	480 -506	-51%	-$60.9K	﹤0.01%	687
2023 Q3	$117K	Buy	986 +263	+36%	+$33.4K	﹤0.01%	690
2023 Q2	$94.3K	Buy	723 +240	+50%	+$32.1K	0.01%	589
2023 Q1	$68K	Buy	483 +425	+733%	+$62.1K	0.01%	591
2022 Q4	$8.29K	Hold	58	–	–	﹤0.01%	930
2022 Q3	$8K	Buy	+58	New	+$9.17K	﹤0.01%	920
2021 Q4	–	Sell	-115	Closed	-$21K	–	1429
2021 Q3	$21K	Buy	115 +112	+3,733%	+$21.6K	﹤0.01%	809
2021 Q2	$1K	Sell	3 -56	-95%	-$9.28K	﹤0.01%	1198
2021 Q1	$9K	Buy	+59	New	+$8.71K	﹤0.01%	801

Other funds holding SUI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return