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Golden State Wealth Management’s Sun Communities SUI Stock Holding History

Golden State Wealth 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
-46
Closed -$5.93K – 1757
2025
Q3 		$5.93K Hold
46
– – ﹤0.01% 1218
2025
Q2 		$5.82K Hold
46
– – ﹤0.01% 1198
2025
Q1 		$5.92K Hold
46
– – ﹤0.01% 1134
2024
Q4 		$5.66K Buy
+46
New +$5.89K ﹤0.01% 1095

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Golden State Wealth Management's SUI Position: Q4 2025 in Review

Golden State Wealth Management sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 46 shares — an estimated $5.93K sold.

Golden State Wealth Management first reported a position in SUI in Q4 2024 and held it in 4 quarters. The position peaked at $5.93K in Q3 2025. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Golden State Wealth Management reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 46 Sun Communities shares in Q4 2025, an estimated $5.93K.
  • Golden State Wealth Management first reported a position in Sun Communities in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's Sun Communities position peaked at $5.93K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.