Parkworth Wealth Management’s Sun Communities SUI Stock Holding History

Parkworth 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	$253	Buy	+2	New	+$248	﹤0.01%	871

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 $34.8B AUM 20.7% 1-Year Est. Return

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

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

Parkworth Wealth Management opened a new position in Sun Communities (SUI) in Q2 2025: 2 shares worth $253. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings.

467 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

Parkworth Wealth Management held 2 shares of Sun Communities worth $253 as of Q2 2025.
Sun Communities was a new Parkworth Wealth Management position in Q2 2025.
Sun Communities made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #871 holding.
467 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

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