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Jefferies Financial Group’s Sun Communities SUI Stock Holding History

Jefferies Financial Group’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
-26,400
Closed -$3.41M – 2068
2025
Q3 		$3.41M Buy
+26,400
New +$3.34M 0.02% 475
2023
Q4 		– Sell
-2,569
Closed -$304K – 1982
2023
Q3 		$304K Buy
+2,569
New +$326K ﹤0.01% 1220

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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's SUI Position: Q4 2025 in Review

Jefferies Financial Group sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 26,400 shares — an estimated $3.41M sold.

Jefferies Financial Group first reported a position in SUI in Q3 2023 and held it in 2 quarters. The position peaked at $3.41M in Q3 2025. 539 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Jefferies Financial Group reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 26,400 Sun Communities shares in Q4 2025, an estimated $3.41M.
  • Jefferies Financial Group first reported a position in Sun Communities in Q3 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Sun Communities position peaked at $3.41M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.