Nicola Wealth Management’s Sun Communities SUI Stock Holding History

Nicola 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 Q2	–	Sell	-10,984	Closed	-$1.41M	–	117
2025 Q1	$1.41M	Buy	10,984 +2,300	+26%	+$294K	0.14%	92
2024 Q4	$1.54M	Sell	8,684 -97,500	-92%	-$12.5M	0.15%	95
2024 Q3	$14.8M	Hold	106,184	–	–	1.17%	34
2024 Q2	$13.2M	Buy	106,184 +11,000	+12%	+$1.31M	1.18%	31
2024 Q1	$12.7M	Buy	95,184 +25,300	+36%	+$3.28M	1.23%	32
2023 Q4	$9.77M	Sell	69,884 -1,900	-3%	-$229K	1.02%	35
2023 Q3	$8.99M	Sell	71,784 -2,900	-4%	-$368K	0.97%	38
2023 Q2	$9.74M	Sell	74,684 -4,332	-5%	-$579K	0.96%	39
2023 Q1	$11.1M	Buy	79,016 +59,600	+307%	+$8.71M	1.1%	33
2022 Q4	$2.77M	Buy	19,416 +4,100	+27%	+$560K	0.28%	79
2022 Q3	$2.07M	Sell	15,316 -584	-4%	-$92.4K	0.23%	90
2022 Q2	$2.54M	Buy	+15,900	New	+$2.67M	0.24%	90

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nicola Wealth Management's SUI Position: Q2 2025 in Review

Nicola Wealth Management sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 10,984 shares — an estimated $1.41M sold.

Nicola Wealth Management first reported a position in SUI in Q2 2022 and held it in 12 quarters. The position peaked at $14.8M in Q3 2024. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

Nicola Wealth Management reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
Nicola Wealth Management sold 10,984 Sun Communities shares in Q2 2025, an estimated $1.41M.
Nicola Wealth Management first reported a position in Sun Communities in Q2 2022 and held it in 12 quarters.
Nicola Wealth Management's Sun Communities position peaked at $14.8M in Q3 2024.
468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on Nicola Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.