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Hemington Wealth Management’s Sun Communities SUI Stock Holding History

Hemington 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
Q3 		$0 Hold
4
– – ﹤0.01% 1713
2025
Q2 		$0 Hold
4
– – ﹤0.01% 1701
2025
Q1 		$0 Hold
4
– – ﹤0.01% 1738
2024
Q4 		$0 Hold
4
– – ﹤0.01% 1770
2024
Q3 		$0 Buy
+4
New +$526 ﹤0.01% 1728

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Hemington Wealth Management's SUI Position: Q3 2025 in Review

Hemington Wealth Management held its Sun Communities (SUI) position steady in Q3 2025 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Hemington Wealth Management first reported a position in SUI in Q3 2024 and has held it in 5 quarters since. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • Hemington Wealth Management held 4 shares of Sun Communities worth $0 as of Q3 2025.
  • Hemington Wealth Management left its Sun Communities share count unchanged in Q3 2025.
  • Sun Communities made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1713 holding.
  • Hemington Wealth Management first reported a position in Sun Communities in Q3 2024 and has held it in 5 quarters since.
  • 506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.