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Global Retirement Partners’s Sun Communities SUI Stock Holding History

Global Retirement Partners’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 		$114K Buy
924
+690
+295% +$86.4K ﹤0.01% 1831
2025
Q3 		$30.2K Sell
234
-99
-30% -$12.5K ﹤0.01% 2183
2025
Q2 		$42.1K Buy
+333
New +$41.3K ﹤0.01% 1863
2024
Q4 		$40.6K Buy
330
+43
+15% +$5.5K ﹤0.01% 1726
2024
Q3 		$38.8K Buy
287
+260
+963% +$34.2K ﹤0.01% 1680
2024
Q2 		$3.25K Hold
27
– – ﹤0.01% 2794
2024
Q1 		$3.47K Hold
27
– – ﹤0.01% 2545
2023
Q4 		$3.6K Buy
27
+6
+29% +$723 ﹤0.01% 2455
2023
Q3 		$2.42K Buy
21
+10
+91% +$1.27K ﹤0.01% 2462
2023
Q2 		$1.44K Sell
11
-6
-35% -$803 ﹤0.01% 2659
2023
Q1 		$2.27K Buy
17
+14
+467% +$2.05K ﹤0.01% 2459
2022
Q4 		$429 Hold
3
– – ﹤0.01% 2795
2022
Q3 		$0 Buy
+3
New +$474 ﹤0.01% 2959

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

Global Retirement Partners's SUI Position: Q4 2025 in Review

Global Retirement Partners increased its Sun Communities (SUI) stake by 295% in Q4 2025, buying an estimated $86.4K and bringing the position to 924 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Global Retirement Partners first reported a position in SUI in Q3 2022 and has held it in 13 quarters since. 539 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Global Retirement Partners held 924 shares of Sun Communities worth $114K as of Q4 2025.
  • Global Retirement Partners bought 690 Sun Communities shares in Q4 2025, an estimated $86.4K.
  • Sun Communities made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1831 holding.
  • Global Retirement Partners first reported a position in Sun Communities in Q3 2022 and has held it in 13 quarters since.
  • 539 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.