Heartwood Wealth Advisors’s Sun Communities SUI Stock Holding History

Heartwood Wealth Advisors’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	-705	Closed	-$90.9K	–	546
2025 Q3	$90.9K	Buy	+705	New	+$89.1K	0.01%	264

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartwood Wealth Advisors's SUI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 705 shares — an estimated $90.9K sold.

Heartwood Wealth Advisors first reported a position in SUI in Q3 2025 and held it in 1 quarter. The position peaked at $90.9K in Q3 2025. 538 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 705 Sun Communities shares in Q4 2025, an estimated $90.9K.
Heartwood Wealth Advisors first reported a position in Sun Communities in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Sun Communities position peaked at $90.9K in Q3 2025.
538 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.