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Congress Asset Management’s Sun Communities SUI Stock Holding History

Congress Asset 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
Q4 		– Sell
-1,653
Closed -$213K – 399
2025
Q3 		$213K Buy
+1,653
New +$209K ﹤0.01% 387
2024
Q2 		– Sell
-3,588
Closed -$461K – 375
2024
Q1 		$461K Sell
3,588
-593,099
-99% -$77M ﹤0.01% 327
2023
Q4 		$79.7M Sell
596,687
-103,293
-15% -$12.4M 0.63% 74
2023
Q3 		$82.8M Buy
699,980
+28,247
+4% +$3.59M 0.73% 68
2023
Q2 		$87.6M Sell
671,733
-3,972
-0.6% -$531K 0.76% 64
2023
Q1 		$95.2M Buy
675,705
+25,999
+4% +$3.8M 0.89% 49
2022
Q4 		$92.9M Sell
649,706
-15,774
-2% -$2.15M 0.93% 47
2022
Q3 		$90.1M Buy
665,480
+7,137
+1% +$1.13M 0.97% 44
2022
Q2 		$105M Buy
658,343
+930
+0.1% +$156K 1% 36
2022
Q1 		$115M Buy
657,413
+4,950
+0.8% +$920K 0.98% 43
2021
Q4 		$137M Buy
652,463
+2,178
+0.3% +$429K 1.04% 36
2021
Q3 		$120M Buy
650,285
+13,017
+2% +$2.51M 0.94% 49
2021
Q2 		$109M Buy
637,268
+1,300
+0.2% +$216K 0.91% 54
2021
Q1 		$95.4M Buy
635,968
+34,715
+6% +$5.13M 0.86% 61
2020
Q4 		$91.4M Buy
601,253
+10,258
+2% +$1.48M 0.86% 62
2020
Q3 		$83.1M Sell
590,995
-25,440
-4% -$3.65M 0.9% 61
2020
Q2 		$83.6M Buy
616,435
+6,156
+1% +$817K 0.99% 50
2020
Q1 		$76.2M Buy
610,279
+17,492
+3% +$2.64M 1.16% 37
2019
Q4 		$89M Buy
592,787
+927
+0.2% +$144K 1.08% 40
2019
Q3 		$87.9M Buy
+591,860
New +$83.6M 1.13% 36
2019
Q1 		– Sell
-35,488
Closed -$3.61M – 369
2018
Q4 		$3.61M Buy
35,488
+1,325
+4% +$135K 0.05% 202
2018
Q3 		$3.47M Buy
34,163
+3,055
+10% +$305K 0.04% 231
2018
Q2 		$3.04M Sell
31,108
-537
-2% -$50.5K 0.04% 234
2018
Q1 		$2.89M Buy
31,645
+587
+2% +$51.8K 0.04% 234
2017
Q4 		$2.88M Sell
31,058
-545
-2% -$50K 0.04% 224
2017
Q3 		$2.71M Buy
+31,603
New +$2.79M 0.04% 230

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Congress Asset Management's SUI Position: Q4 2025 in Review

Congress Asset Management sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 1,653 shares — an estimated $213K sold.

Congress Asset Management first reported a position in SUI in Q3 2017 and held it in 26 quarters. The position peaked at $137M in Q4 2021. 538 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Congress Asset Management reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Congress Asset Management sold 1,653 Sun Communities shares in Q4 2025, an estimated $213K.
  • Congress Asset Management first reported a position in Sun Communities in Q3 2017 and held it in 26 quarters.
  • Congress Asset Management's Sun Communities position peaked at $137M in Q4 2021.
  • 538 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Congress Asset Management's 13F filing for Q4 2025, filed 9 Jan 2026.