LNWWM
SUI icon

Laird Norton Wetherby Wealth Management’s Sun Communities SUI Stock Holding History

Laird Norton Wetherby 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 		$261K Sell
2,026
-89
-4% -$11.2K 0.01% 802
2025
Q2 		$268K Buy
+2,115
New +$262K 0.01% 766
2024
Q4 		$300K Buy
2,437
+54
+2% +$6.91K 0.01% 700
2024
Q3 		$322K Sell
2,383
-17
-0.7% -$2.23K 0.01% 703
2024
Q2 		$289K Sell
2,400
-285
-11% -$33.9K 0.01% 724
2024
Q1 		$345K Sell
2,685
-11
-0.4% -$1.43K 0.02% 696
2023
Q4 		$360K Buy
2,696
+159
+6% +$19.2K 0.02% 662
2023
Q3 		$300K Sell
2,537
-254
-9% -$32.2K 0.02% 686
2023
Q2 		$364K Sell
2,791
-329
-11% -$44K 0.02% 649
2023
Q1 		$440K Sell
3,120
-308
-9% -$45K 0.03% 583
2022
Q4 		$490K Sell
3,428
-39
-1% -$5.33K 0.03% 525
2022
Q3 		$469K Buy
3,467
+473
+16% +$74.8K 0.03% 519
2022
Q2 		$477K Sell
2,994
-123
-4% -$20.6K 0.03% 527
2022
Q1 		$546K Sell
3,117
-85
-3% -$15.8K 0.03% 496
2021
Q4 		$672K Buy
3,202
+61
+2% +$12K 0.04% 416
2021
Q3 		$581K Buy
3,141
+8
+0.3% +$1.54K 0.04% 458
2021
Q2 		$537K Buy
3,133
+59
+2% +$9.78K 0.03% 485
2021
Q1 		$461K Sell
3,074
-33
-1% -$4.87K 0.04% 459
2020
Q4 		$472K Sell
3,107
-90
-3% -$13K 0.03% 479
2020
Q3 		$449K Sell
3,197
-55
-2% -$7.89K 0.04% 407
2020
Q2 		$441K Sell
3,252
-580
-15% -$77K 0.04% 387
2020
Q1 		$479K Buy
3,832
+89
+2% +$13.4K 0.05% 331
2019
Q4 		$562K Buy
3,743
+233
+7% +$36.3K 0.06% 375
2019
Q3 		$521K Buy
3,510
+284
+9% +$40.1K 0.05% 382
2019
Q2 		$413K Buy
3,226
+225
+7% +$27.9K 0.05% 443
2019
Q1 		$355K Sell
3,001
-28
-0.9% -$3.11K 0.04% 461
2018
Q4 		$308K Buy
3,029
+68
+2% +$6.93K 0.04% 457
2018
Q3 		$301K Buy
2,961
+67
+2% +$6.69K 0.04% 499
2018
Q2 		$284K Buy
2,894
+276
+11% +$25.9K 0.04% 491
2018
Q1 		$239K Buy
2,618
+13
+0.5% +$1.15K 0.03% 550
2017
Q4 		$242K Buy
+2,605
New +$239K 0.03% 527

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 $3.37T AUM 44.26% 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

Laird Norton Wetherby Wealth Management's SUI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Sun Communities (SUI) stake by 4.2% in Q3 2025, selling an estimated $11.2K and leaving 2,026 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #802.

Laird Norton Wetherby Wealth Management first reported a position in SUI in Q4 2017 and has held it in 31 quarters since. The position peaked at $672K in Q4 2021. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 2,026 shares of Sun Communities worth $261K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 89 Sun Communities shares in Q3 2025, an estimated $11.2K.
  • Sun Communities made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #802 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Sun Communities in Q4 2017 and has held it in 31 quarters since.
  • Laird Norton Wetherby Wealth Management's Sun Communities position peaked at $672K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.