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Opal Wealth Advisors’s Sun Communities SUI Stock Holding History

Opal Wealth 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
-227
Closed -$29.2K – 589
2025
Q1 		$29.2K Buy
+227
New +$29K 0.01% 448
2024
Q3 		– Sell
-83
Closed -$9.99K – 1043
2024
Q2 		$9.99K Buy
+83
New +$9.86K ﹤0.01% 660

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 $3.37T AUM 44.26% 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

Opal Wealth Advisors's SUI Position: Q2 2025 in Review

Opal Wealth Advisors sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 227 shares — an estimated $29.2K sold.

Opal Wealth Advisors first reported a position in SUI in Q2 2024 and held it in 2 quarters. The position peaked at $29.2K in Q1 2025. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

  • Opal Wealth Advisors reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 227 Sun Communities shares in Q2 2025, an estimated $29.2K.
  • Opal Wealth Advisors first reported a position in Sun Communities in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Sun Communities position peaked at $29.2K in Q1 2025.
  • 468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on Opal Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.