GM
SUI icon

GeoWealth Management’s Sun Communities SUI Stock Holding History

GeoWealth 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
2026
Q1 		$691K Sell
5,483
-621
-10% -$80.3K 0.02% 392
2025
Q4 		$756K Buy
6,104
+746
+14% +$93.4K 0.03% 346
2025
Q3 		$691K Sell
5,358
-2,276
-30% -$288K 0.03% 376
2025
Q2 		$966K Buy
7,634
+943
+14% +$117K 0.04% 266
2025
Q1 		$861K Buy
6,691
+512
+8% +$65.5K 0.03% 303
2024
Q4 		$760K Buy
6,179
+3,294
+114% +$422K 0.02% 369
2024
Q3 		$390K Sell
2,885
-74
-3% -$9.73K 0.01% 525
2024
Q2 		$356K Buy
2,959
+306
+12% +$36.4K 0.02% 530
2024
Q1 		$341K Buy
+2,653
New +$344K 0.01% 537

Other funds holding SUI

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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

GeoWealth Management's SUI Position: Q1 2026 in Review

GeoWealth Management reduced its Sun Communities (SUI) stake by 10% in Q1 2026, selling an estimated $80.3K and leaving 5,483 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #392.

GeoWealth Management first reported a position in SUI in Q1 2024 and has held it in 9 quarters since. The position peaked at $966K in Q2 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • GeoWealth Management held 5,483 shares of Sun Communities worth $691K as of Q1 2026.
  • GeoWealth Management sold 621 Sun Communities shares in Q1 2026, an estimated $80.3K.
  • Sun Communities made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #392 holding.
  • GeoWealth Management first reported a position in Sun Communities in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Sun Communities position peaked at $966K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.