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High Note Wealth’s Sun Communities SUI Stock Holding History

High Note Wealth’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 		– Sell
-27
Closed -$3.42K – 988
2025
Q2 		$3.42K Sell
27
-1
-4% -$124 ﹤0.01% 584
2025
Q1 		$3.6K Buy
28
+1
+4% +$128 ﹤0.01% 547
2024
Q4 		$3.32K Buy
+27
New +$3.46K ﹤0.01% 606

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

High Note Wealth's SUI Position: Q3 2025 in Review

High Note Wealth sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 27 shares — an estimated $3.42K sold.

High Note Wealth first reported a position in SUI in Q4 2024 and held it in 3 quarters. The position peaked at $3.6K in Q1 2025. 504 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • High Note Wealth reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 27 Sun Communities shares in Q3 2025, an estimated $3.42K.
  • High Note Wealth first reported a position in Sun Communities in Q4 2024 and held it in 3 quarters.
  • High Note Wealth's Sun Communities position peaked at $3.6K in Q1 2025.
  • 504 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.