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KMG Fiduciary Partners’s Sun Communities SUI Stock Holding History

KMG Fiduciary Partners’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
-1,758
Closed -$227K – 292
2025
Q3 		$227K Hold
1,758
– – 0.02% 289
2025
Q2 		$222K Buy
1,758
+13
+0.7% +$1.61K 0.02% 280
2025
Q1 		$224K Buy
+1,745
New +$223K 0.02% 274

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

KMG Fiduciary Partners's SUI Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 1,758 shares — an estimated $227K sold.

KMG Fiduciary Partners first reported a position in SUI in Q1 2025 and held it in 3 quarters. The position peaked at $227K in Q3 2025. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,758 Sun Communities shares in Q4 2025, an estimated $227K.
  • KMG Fiduciary Partners first reported a position in Sun Communities in Q1 2025 and held it in 3 quarters.
  • KMG Fiduciary Partners's Sun Communities position peaked at $227K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.