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LGT Financial Advisors’s Sun Communities SUI Stock Holding History

LGT Financial Advisors’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
Q2 		– Sell
-38
Closed -$4.89K – 628
2025
Q1 		$4.89K Sell
38
-231
-86% -$29.5K 0.01% 225
2024
Q4 		$33K Sell
269
-69
-20% -$8.83K 0.07% 210
2024
Q3 		$45.7K Sell
338
-279
-45% -$36.7K 0.11% 134
2024
Q2 		$74.2K Sell
617
-545
-47% -$64.8K 0.16% 111
2024
Q1 		$149K Sell
1,162
-51
-4% -$6.62K 0.17% 139
2023
Q4 		$162K Buy
1,213
+22
+2% +$2.65K 0.2% 121
2023
Q3 		$141K Buy
+1,191
New +$151K 0.18% 124
2023
Q2 		– Sell
-1,654
Closed -$233K – 215
2023
Q1 		$233K Buy
1,654
+218
+15% +$31.9K 0.43% 70
2022
Q4 		$205K Buy
+1,436
New +$196K 0.24% 99

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LGT Financial Advisors's SUI Position: Q2 2025 in Review

LGT Financial Advisors sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 38 shares — an estimated $4.89K sold.

LGT Financial Advisors first reported a position in SUI in Q4 2022 and held it in 9 quarters. The position peaked at $233K in Q1 2023. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

  • LGT Financial Advisors reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 38 Sun Communities shares in Q2 2025, an estimated $4.89K.
  • LGT Financial Advisors first reported a position in Sun Communities in Q4 2022 and held it in 9 quarters.
  • LGT Financial Advisors's Sun Communities position peaked at $233K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.