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Freestone Capital Holdings’s Sun Communities SUI Stock Holding History

Freestone Capital Holdings’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
-19,840
Closed -$2.56M – 598
2025
Q3 		$2.56M Buy
19,840
+60
+0.3% +$7.58K 0.08% 159
2025
Q2 		$2.5M Buy
19,780
+40
+0.2% +$4.96K 0.08% 154
2025
Q1 		$2.54M Sell
19,740
-38
-0.2% -$4.86K 0.09% 142
2024
Q4 		$2.43M Buy
19,778
+3,969
+25% +$508K 0.08% 150
2024
Q3 		$2.14M Sell
15,809
-3,949
-20% -$519K 0.07% 161
2024
Q2 		$2.38M Buy
+19,758
New +$2.35M 0.09% 152
2021
Q1 		– Sell
-105
Closed -$16K – 1043
2020
Q4 		$16K Buy
105
+95
+950% +$13.7K ﹤0.01% 767
2020
Q3 		$1.41K Buy
+10
New +$1.43K ﹤0.01% 1077

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

Freestone Capital Holdings's SUI Position: Q4 2025 in Review

Freestone Capital Holdings sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 19,840 shares — an estimated $2.56M sold.

Freestone Capital Holdings first reported a position in SUI in Q3 2020 and held it in 8 quarters. The position peaked at $2.56M in Q3 2025. 538 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Freestone Capital Holdings reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 19,840 Sun Communities shares in Q4 2025, an estimated $2.56M.
  • Freestone Capital Holdings first reported a position in Sun Communities in Q3 2020 and held it in 8 quarters.
  • Freestone Capital Holdings's Sun Communities position peaked at $2.56M in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Freestone Capital Holdings's 13F filing for Q4 2025, filed 23 Jan 2026.