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NBC Securities’s Sun Communities SUI Stock Holding History

NBC Securities’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
-32
Closed -$4K – 2534
2025
Q1 		$4K Buy
+32
New +$4.09K ﹤0.01% 1937
2024
Q4 		– Sell
-60
Closed -$8K – 1980
2024
Q3 		$8K Sell
60
-12
-17% -$1.58K ﹤0.01% 1807
2024
Q2 		$8K Sell
72
-22
-23% -$2.61K ﹤0.01% 1753
2024
Q1 		$12K Sell
94
-51
-35% -$6.62K ﹤0.01% 1639
2023
Q4 		$19K Sell
145
-15
-9% -$1.81K ﹤0.01% 1508
2023
Q3 		$18K Buy
+160
New +$20.3K ﹤0.01% 1501

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 $63.2B AUM 17.15% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $315B AUM 27.84% 1-Year Est. Return

NBC Securities's SUI Position: Q2 2025 in Review

NBC Securities sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 32 shares — an estimated $4K sold.

NBC Securities first reported a position in SUI in Q3 2023 and held it in 6 quarters. The position peaked at $19K in Q4 2023. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

  • NBC Securities reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
  • NBC Securities sold 32 Sun Communities shares in Q2 2025, an estimated $4K.
  • NBC Securities first reported a position in Sun Communities in Q3 2023 and held it in 6 quarters.
  • NBC Securities's Sun Communities position peaked at $19K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on NBC Securities's 13F filing for Q2 2025, filed 8 Jul 2025.