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Global Wealth Management Investment Advisory’s Sun Communities SUI Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-4,774
Closed -$587K – 149
2024
Q4 		$587K Buy
4,774
+585
+14% +$74.9K 0.12% 113
2024
Q3 		$566K Buy
4,189
+458
+12% +$60.2K 0.12% 113
2024
Q2 		$449K Buy
3,731
+306
+9% +$36.4K 0.1% 117
2024
Q1 		$440K Buy
3,425
+129
+4% +$16.7K 0.11% 117
2023
Q4 		$441K Buy
3,296
+240
+8% +$28.9K 0.11% 120
2023
Q3 		$362K Buy
3,056
+312
+11% +$39.6K 0.1% 120
2023
Q2 		$358K Buy
2,744
+182
+7% +$24.3K 0.1% 122
2023
Q1 		$361K Sell
2,562
-22
-0.9% -$3.21K 0.11% 117
2022
Q4 		$370K Buy
2,584
+203
+9% +$27.7K 0.12% 112
2022
Q3 		$322K Buy
2,381
+262
+12% +$41.4K 0.11% 112
2022
Q2 		$338K Buy
2,119
+298
+16% +$50K 0.11% 114
2022
Q1 		$319K Buy
1,821
+252
+16% +$46.8K 0.1% 124
2021
Q4 		$329K Buy
1,569
+236
+18% +$46.5K 0.1% 118
2021
Q3 		$247K Buy
1,333
+227
+21% +$43.8K 0.08% 125
2021
Q2 		$190K Buy
1,106
+440
+66% +$72.9K 0.06% 130
2021
Q1 		$100K Buy
666
+114
+21% +$16.8K 0.04% 163
2020
Q4 		$84K Buy
552
+55
+11% +$7.96K 0.03% 157
2020
Q3 		$70K Buy
+497
New +$71.3K 0.03% 159

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's SUI Position: Q1 2025 in Review

Global Wealth Management Investment Advisory sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 4,774 shares — an estimated $587K sold.

Global Wealth Management Investment Advisory first reported a position in SUI in Q3 2020 and held it in 18 quarters. The position peaked at $587K in Q4 2024. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

  • Global Wealth Management Investment Advisory reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 4,774 Sun Communities shares in Q1 2025, an estimated $587K.
  • Global Wealth Management Investment Advisory first reported a position in Sun Communities in Q3 2020 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Sun Communities position peaked at $587K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2025, filed 29 Apr 2025.